SAM
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Secure Asset Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Secure Asset 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 		$254K Sell
2,768
-25
-0.9% -$2.29K 0.04% 272
2025
Q4 		$255K Sell
2,793
-33
-1% -$3.02K 0.04% 288
2025
Q3 		$258K Sell
2,826
-16
-0.6% -$1.47K 0.04% 269
2025
Q2 		$261K Buy
2,842
+224
+9% +$20.5K 0.05% 267
2025
Q1 		$240K Buy
2,618
+17
+0.7% +$1.56K 0.05% 265
2024
Q4 		$238K Buy
2,601
+243
+10% +$22.3K 0.04% 287
2024
Q3 		$216K Sell
2,358
-234
-9% -$21.4K 0.04% 287
2024
Q2 		$238K Sell
2,592
-8
-0.3% -$733 0.05% 255
2024
Q1 		$239K Sell
2,600
-359
-12% -$32.9K 0.06% 210
2023
Q4 		$270K Sell
2,959
-68
-2% -$6.23K 0.07% 182
2023
Q3 		$278K Buy
+3,027
New +$277K 0.08% 174

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