Sound Financial Strategies Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Sound Financial Strategies Group’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	$1.13M	Buy	12,384 +11	+0.1%	+$1.01K	0.77%	30
2025 Q4	$1.13M	Buy	12,373 +3,283	+36%	+$301K	0.8%	28
2025 Q3	$834K	Hold	9,090	–	–	0.61%	40
2025 Q2	$834K	Hold	9,090	–	–	0.71%	33
2025 Q1	$834K	Sell	9,090 -19	-0.2%	-$1.74K	0.74%	23
2024 Q4	$833K	Hold	9,109	–	–	0.69%	45
2024 Q3	$836K	Sell	9,109 -199	-2%	-$18.2K	0.67%	26
2024 Q2	$854K	Sell	9,308 -601	-6%	-$55.1K	0.74%	14
2024 Q1	$910K	Buy	9,909 +19	+0.2%	+$1.74K	0.76%	7
2023 Q4	$904K	Buy	9,890 +9,090	+1,136%	+$832K	0.76%	7
2023 Q3	$73.5K	Buy	+800	New	+$73.3K	0.06%	67
2022 Q4	–	Sell	-445,575	Closed	-$40.8M	–	62
2022 Q3	$40.8M	Buy	+445,575	New	+$40.8M	61.28%	1

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

Sound Financial Strategies Group's BIL Position: Q1 2026 in Review

Sound Financial Strategies Group increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.09% in Q1 2026, buying an estimated $1.01K and bringing the position to 12,384 shares worth $1.13M. The position accounts for 0.77% of the portfolio, ranked #30.

Sound Financial Strategies Group first reported a position in BIL in Q3 2022 and has held it in 12 quarters since. The position peaked at $40.8M in Q3 2022. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Sound Financial Strategies Group held 12,384 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.13M as of Q1 2026.
Sound Financial Strategies Group bought 11 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $1.01K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.77% of Sound Financial Strategies Group's portfolio in Q1 2026, its #30 holding.
Sound Financial Strategies Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2022 and has held it in 12 quarters since.
Sound Financial Strategies Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $40.8M in Q3 2022.
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 Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.