SageView Advisory Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

SageView Advisory Group’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	–	Sell	-225	Closed	-$20.6K	–	789
2025 Q4	$20.6K	Buy	+225	New	+$20.6K	﹤0.01%	1446
2025 Q3	–	Sell	-2,467	Closed	-$226K	–	646
2025 Q2	$226K	Buy	+2,467	New	+$226K	0.01%	570
2025 Q1	–	Sell	-4,743	Closed	-$434K	–	604
2024 Q4	$434K	Buy	+4,743	New	+$434K	0.02%	369
2023 Q4	–	Sell	-8,876	Closed	-$813K	–	250
2023 Q3	$815K	Buy	8,876 +1,183	+15%	+$108K	0.05%	240
2023 Q2	$706K	Buy	+7,693	New	+$705K	0.04%	285

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

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

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

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SageView Advisory Group's BIL Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2026, closing a stake of 225 shares — an estimated $20.6K sold.

SageView Advisory Group first reported a position in BIL in Q2 2023 and held it in 5 quarters. The position peaked at $815K in Q3 2023. 1,317 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

SageView Advisory Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 225 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $20.6K.
SageView Advisory Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and held it in 5 quarters.
SageView Advisory Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $815K in Q3 2023.
1,317 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.