Safe Harbor Wealth Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Safe Harbor Wealth Advisors’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
2025 Q4	$972K	Buy	+10,625	New	+$973K	0.94%	19

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Safe Harbor Wealth Advisors's BIL Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2025: 10,625 shares worth $972K. The stake represents 0.94% of the portfolio and ranks #19 among its holdings.

1,241 funds tracked by Wall St. Rank hold BIL as of Q4 2025.

Safe Harbor Wealth Advisors held 10,625 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $972K as of Q4 2025.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.94% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #19 holding.
1,241 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.