Robertson Stephens Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Robertson Stephens Wealth Management’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
2026 Q1	$304K	Sell	3,320 -5,484	-62%	-$502K	0.01%	511
2025 Q4	$805K	Buy	8,804 +6,448	+274%	+$590K	0.02%	345
2025 Q3	$216K	Sell	2,356 -102	-4%	-$9.34K	0.01%	503
2025 Q2	$225K	Sell	2,458 -883	-26%	-$80.9K	0.01%	514
2025 Q1	$306K	Sell	3,341 -31	-0.9%	-$2.84K	0.01%	453
2024 Q4	$308K	Sell	3,372 -13,595	-80%	-$1.25M	0.01%	462
2024 Q3	$1.56M	Buy	16,967 +13,746	+427%	+$1.26M	0.06%	225
2024 Q2	$296K	Buy	+3,221	New	+$295K	0.01%	416
2020 Q2	–	Sell	-12,151	Closed	-$1.11M	–	191
2020 Q1	$1.11M	Buy	+12,151	New	+$1.11M	0.38%	57

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Robertson Stephens Wealth Management's BIL Position: Q1 2026 in Review

Robertson Stephens Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 62% in Q1 2026, selling an estimated $502K and leaving 3,320 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #511.

Robertson Stephens Wealth Management first reported a position in BIL in Q1 2020 and has held it in 9 quarters since. The position peaked at $1.56M in Q3 2024. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Robertson Stephens Wealth Management held 3,320 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $304K as of Q1 2026.
Robertson Stephens Wealth Management sold 5,484 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $502K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #511 holding.
Robertson Stephens Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2020 and has held it in 9 quarters since.
Robertson Stephens Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.56M in Q3 2024.
1,309 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.