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

Sagespring Wealth 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 Q1	$3.02M	Sell	32,934 -12,618	-28%	-$1.15M	0.06%	159
2025 Q4	$4.16M	Buy	45,552 +3,294	+8%	+$302K	0.08%	126
2025 Q3	$3.88M	Buy	42,258 +2,537	+6%	+$232K	0.08%	129
2025 Q2	$3.64M	Sell	39,721 -8,281	-17%	-$758K	0.08%	128
2025 Q1	$4.4M	Buy	48,002 +3,809	+9%	+$349K	0.11%	101
2024 Q4	$4.04M	Buy	+44,193	New	+$4.05M	0.11%	91

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Sagespring Wealth Partners's BIL Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 28% in Q1 2026, selling an estimated $1.15M and leaving 32,934 shares worth $3.02M. The position accounts for 0.06% of the portfolio, ranked #159.

Sagespring Wealth Partners first reported a position in BIL in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.4M in Q1 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Sagespring Wealth Partners held 32,934 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.02M as of Q1 2026.
Sagespring Wealth Partners sold 12,618 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $1.15M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.06% of Sagespring Wealth Partners's portfolio in Q1 2026, its #159 holding.
Sagespring Wealth 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.
Sagespring Wealth Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $4.4M in Q1 2025.
1,309 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.