Souders Financial Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Souders Financial 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	$892K	Sell	9,739 -5,366	-36%	-$491K	0.1%	103
2025 Q4	$1.38M	Buy	15,105 +311	+2%	+$28.5K	0.16%	75
2025 Q3	$1.36M	Buy	14,794 +808	+6%	+$74K	0.16%	75
2025 Q2	$1.28M	Sell	13,986 -4,155	-23%	-$381K	0.16%	74
2025 Q1	$1.66M	Buy	18,141 +572	+3%	+$52.4K	0.23%	61
2024 Q4	$1.61M	Buy	17,569 +4,217	+32%	+$386K	0.22%	78
2024 Q3	$1.23M	Sell	13,352 -8,628	-39%	-$791K	0.17%	89
2024 Q2	$2.02M	Buy	21,980 +3,213	+17%	+$294K	0.3%	68
2024 Q1	$1.72M	Buy	18,767 +303	+2%	+$27.8K	0.27%	68
2023 Q4	$1.69M	Sell	18,464 -4,874	-21%	-$446K	0.29%	71
2023 Q3	$2.14M	Buy	23,338 +6,846	+42%	+$627K	0.41%	66
2023 Q2	$1.51M	Buy	16,492 +3,208	+24%	+$294K	0.29%	73
2023 Q1	$1.22M	Buy	+13,284	New	+$1.22M	0.26%	75

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

Souders Financial Advisors's BIL Position: Q1 2026 in Review

Souders Financial Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 36% in Q1 2026, selling an estimated $491K and leaving 9,739 shares worth $892K. The position accounts for 0.1% of the portfolio, ranked #103.

Souders Financial Advisors first reported a position in BIL in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.14M in Q3 2023. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Souders Financial Advisors held 9,739 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $892K as of Q1 2026.
Souders Financial Advisors sold 5,366 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $491K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.1% of Souders Financial Advisors's portfolio in Q1 2026, its #103 holding.
Souders Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 13 quarters since.
Souders Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.14M in Q3 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 Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.