Root Financial Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Root Financial Partners’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 Q3	$5.68K	Buy	+62	New	+$5.68K	﹤0.01%	2174
2026 Q2	–	Sell	-11	Closed	-$1.01K	–	744
2026 Q1	$1.01K	Sell	11 -811	-99%	-$74.2K	﹤0.01%	2611
2025 Q4	$75.1K	Sell	822 -199	-19%	-$18.2K	﹤0.01%	567
2025 Q3	$93.7K	Sell	1,021 -1,678	-62%	-$154K	0.01%	461
2025 Q2	$248K	Sell	2,699 -739	-21%	-$67.7K	0.02%	211
2025 Q1	$315K	Buy	3,438 +1,187	+53%	+$109K	0.03%	149
2024 Q4	$206K	Buy	+2,251	New	+$206K	0.03%	203

Other funds holding BIL

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Banco Bilbao Vizcaya Argentaria Madrid, Spain $15.5B AUM 32.38% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Root Financial Partners's BIL Position: Q3 2026 in Review

Root Financial Partners opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2026: 62 shares worth $5.68K. The stake represents ﹤0.01% of the portfolio and ranks #2174 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BIL as recently as Q1 2026.

Root Financial Partners first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $315K in Q1 2025. 1,146 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Root Financial Partners held 62 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $5.68K as of Q3 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Root Financial Partners position in Q3 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2174 holding.
Root Financial Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
Root Financial Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $315K in Q1 2025.
1,146 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.