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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Root Financial Partners's BIL Position: Q1 2026 in Review

Root Financial Partners reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 99% in Q1 2026, selling an estimated $74.2K and leaving 11 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #2611.

Root Financial Partners first reported a position in BIL in Q4 2024 and has held it in 6 quarters since. The position peaked at $315K in Q1 2025. 1,310 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

  • Root Financial Partners held 11 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.01K as of Q1 2026.
  • Root Financial Partners sold 811 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $74.2K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2611 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 6 quarters since.
  • Root Financial Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $315K in Q1 2025.
  • 1,310 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.