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Roman Butler Fullerton & Co’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Roman Butler Fullerton & Co’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 		$851K Buy
9,307
+1,022
+12% +$93.5K 0.23% 106
2025
Q4 		$759K Buy
8,285
+3,806
+85% +$348K 0.2% 121
2025
Q3 		$411K Buy
4,479
+1,678
+60% +$154K 0.11% 179
2025
Q2 		$257K Sell
2,801
-182
-6% -$16.7K 0.08% 212
2025
Q1 		$273K Buy
+2,983
New +$273K 0.11% 176
2024
Q4 		– Sell
-4,387
Closed -$402K – 234
2024
Q3 		$402K Sell
4,387
-552
-11% -$50.6K 0.12% 169
2024
Q2 		$452K Buy
4,939
+2,212
+81% +$203K 0.15% 143
2024
Q1 		$250K Buy
+2,727
New +$250K 0.09% 189

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return