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Sharkey, Howes & Javer’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Sharkey, Howes & Javer’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
Q3 		– Sell
-14,390
Closed -$1.32M – 160
2025
Q2 		$1.32M Sell
14,390
-19,618
-58% -$1.8M 0.18% 81
2025
Q1 		$3.12M Buy
34,008
+16,545
+95% +$1.52M 0.45% 50
2024
Q4 		$1.6M Buy
17,463
+9,231
+112% +$845K 0.22% 69
2024
Q3 		$756K Buy
+8,232
New +$754K 0.11% 88

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Sharkey, Howes & Javer's BIL Position: Q3 2025 in Review

Sharkey, Howes & Javer sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025, closing a stake of 14,390 shares — an estimated $1.32M sold.

Sharkey, Howes & Javer first reported a position in BIL in Q3 2024 and held it in 4 quarters. The position peaked at $3.12M in Q1 2025. 1,169 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

  • Sharkey, Howes & Javer reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 14,390 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $1.32M.
  • Sharkey, Howes & Javer first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2024 and held it in 4 quarters.
  • Sharkey, Howes & Javer's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.12M in Q1 2025.
  • 1,169 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2025, filed 10 Oct 2025.