SpringVest Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

SpringVest Wealth Management’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	$335K	Sell	3,656 -522	-12%	-$47.8K	0.23%	51
2025 Q4	$382K	Sell	4,178 -797	-16%	-$73K	0.27%	45
2025 Q3	$456K	Sell	4,975 -7,185	-59%	-$658K	0.34%	44
2025 Q2	$1.12M	Sell	12,160 -3,825	-24%	-$350K	0.9%	20
2025 Q1	$1.47M	Buy	+15,985	New	+$1.46M	1.22%	18

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

SpringVest Wealth Management's BIL Position: Q1 2026 in Review

SpringVest Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 12% in Q1 2026, selling an estimated $47.8K and leaving 3,656 shares worth $335K. The position accounts for 0.23% of the portfolio, ranked #51.

SpringVest Wealth Management first reported a position in BIL in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.47M in Q1 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

SpringVest Wealth Management held 3,656 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $335K as of Q1 2026.
SpringVest Wealth Management sold 522 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $47.8K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.23% of SpringVest Wealth Management's portfolio in Q1 2026, its #51 holding.
SpringVest Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2025 and has held it in 5 quarters since.
SpringVest Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.47M in Q1 2025.
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 SpringVest Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.