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Signature Estate & Investment Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Signature Estate & Investment Advisors’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 		$748K Sell
8,162
-3,604
-31% -$330K 0.02% 335
2025
Q4 		$1.08M Buy
11,766
+49
+0.4% +$4.49K 0.02% 248
2025
Q3 		$1.08M Sell
11,717
-2,134
-15% -$195K 0.02% 242
2025
Q2 		$1.27M Buy
13,851
+3,423
+33% +$313K 0.03% 201
2025
Q1 		$957K Buy
+10,428
New +$955K 0.03% 226
2024
Q4 		– Sell
-5,498
Closed -$505K – 541
2024
Q3 		$505K Buy
5,498
+1,283
+30% +$118K 0.01% 306
2024
Q2 		$387K Buy
+4,215
New +$386K 0.01% 340

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