Ridgewood Investments’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Ridgewood Investments’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-226	Closed	-$20.7K	–	245
2025 Q2	$20.7K	Hold	226	–	–	0.01%	440
2025 Q1	$20.7K	Sell	226 -1	-0.4%	-$92	0.01%	425
2024 Q4	$20.7K	Hold	227	–	–	0.01%	415
2024 Q3	$20.8K	Hold	227	–	–	0.01%	423
2024 Q2	$20.9K	Buy	+227	New	+$20.8K	0.01%	435
2023 Q3	–	Sell	-226	Closed	-$20.8K	–	238
2023 Q2	$20.8K	Hold	226	–	–	0.01%	441
2023 Q1	$20.8K	Buy	+226	New	+$20.7K	0.01%	455

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Ridgewood Investments's BIL Position: Q3 2025 in Review

Ridgewood Investments sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025, closing a stake of 226 shares — an estimated $20.7K sold.

Ridgewood Investments first reported a position in BIL in Q1 2023 and held it in 7 quarters. The position peaked at $20.9K in Q2 2024. 1,170 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

Ridgewood Investments reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 226 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $20.7K.
Ridgewood Investments first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $20.9K in Q2 2024.
1,170 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.