RFM
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Royal Fund Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Royal Fund 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 		$927K Buy
10,124
+551
+6% +$50.4K 0.09% 183
2025
Q4 		$875K Buy
9,573
+4,091
+75% +$375K 0.08% 188
2025
Q3 		$503K Sell
5,482
-2,310
-30% -$212K 0.06% 189
2025
Q2 		$715K Buy
7,792
+1,301
+20% +$119K 0.08% 214
2025
Q1 		$598K Buy
6,491
+2,759
+74% +$253K 0.07% 225
2024
Q4 		$343K Sell
3,732
-3,084
-45% -$282K 0.04% 223
2024
Q3 		$627K Buy
+6,816
New +$625K 0.04% 238
2020
Q2 		– Sell
-10
Closed – – 186
2020
Q1 		$0 Buy
+10
New +$915 ﹤0.01% 575
2019
Q2 		– Sell
-242
Closed -$22K – 546
2019
Q1 		$22K Buy
+242
New +$22.1K 0.01% 283
2018
Q3 		– Sell
-1,372
Closed -$125K – 522
2018
Q2 		$125K Sell
1,372
-4,239
-76% -$388K 0.04% 137
2018
Q1 		$513K Buy
+5,611
New +$513K 0.19% 76

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