Saxon Interests’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Saxon Interests’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	$355K	Sell	3,871 -1,134	-23%	-$104K	0.12%	176
2025 Q4	$457K	Buy	5,005 +210	+4%	+$19.2K	0.16%	127
2025 Q3	$440K	Sell	4,795 -436	-8%	-$39.9K	0.17%	120
2025 Q2	$480K	Hold	5,231	–	–	0.22%	103
2025 Q1	$480K	Sell	5,231 -2,076	-28%	-$190K	0.22%	103
2024 Q4	$668K	Sell	7,307 -5,534	-43%	-$507K	0.29%	79
2024 Q3	$1.18M	Sell	12,841 -46,946	-79%	-$4.3M	0.54%	51
2024 Q2	$5.49M	Buy	59,787 +4,823	+9%	+$442K	2.61%	6
2024 Q1	$5.05M	Sell	54,964 -32,315	-37%	-$2.96M	2.41%	7
2023 Q4	$7.98M	Buy	87,279 +78,016	+842%	+$7.14M	3.99%	2
2023 Q3	$851K	Buy	+9,263	New	+$849K	0.57%	47

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

Saxon Interests's BIL Position: Q1 2026 in Review

Saxon Interests reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 23% in Q1 2026, selling an estimated $104K and leaving 3,871 shares worth $355K. The position accounts for 0.12% of the portfolio, ranked #176.

Saxon Interests first reported a position in BIL in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.98M in Q4 2023. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Saxon Interests held 3,871 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $355K as of Q1 2026.
Saxon Interests sold 1,134 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $104K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.12% of Saxon Interests's portfolio in Q1 2026, its #176 holding.
Saxon Interests first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023 and has held it in 11 quarters since.
Saxon Interests's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $7.98M in Q4 2023.
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 Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.