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

SimpliFi Inc’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	$265K	Buy	2,891 +17	+0.6%	+$1.56K	0.11%	40
2025 Q4	$263K	Buy	2,874 +39	+1%	+$3.57K	0.11%	40
2025 Q3	$260K	Buy	+2,835	New	+$260K	0.11%	42
2020 Q4	–	Sell	-2,334	Closed	-$214K	–	24
2020 Q3	$214K	Sell	2,334 -506	-18%	-$46.3K	0.11%	22
2020 Q2	$260K	Buy	+2,840	New	+$260K	0.14%	20

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

SimpliFi Inc's BIL Position: Q1 2026 in Review

SimpliFi Inc increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.59% in Q1 2026, buying an estimated $1.56K and bringing the position to 2,891 shares worth $265K. The position accounts for 0.11% of the portfolio, ranked #40.

SimpliFi Inc first reported a position in BIL in Q2 2020 and has held it in 5 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

SimpliFi Inc held 2,891 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $265K as of Q1 2026.
SimpliFi Inc bought 17 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $1.56K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.11% of SimpliFi Inc's portfolio in Q1 2026, its #40 holding.
SimpliFi Inc first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2020 and has held it in 5 quarters since.
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 SimpliFi Inc's 13F filing for Q1 2026, filed 23 Apr 2026.