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

Stephens Consulting’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
2025 Q3	–	Sell	-35,221	Closed	-$3.23M	–	485
2025 Q2	$3.23M	Sell	35,221 -806	-2%	-$73.8K	0.77%	22
2025 Q1	$3.3M	Buy	36,027 +1,389	+4%	+$127K	0.83%	19
2024 Q4	$3.17M	Buy	34,638 +1,413	+4%	+$129K	0.79%	22
2024 Q3	$3.05M	Buy	33,225 +6,475	+24%	+$593K	0.78%	22
2024 Q2	$2.46M	Buy	26,750 +1,183	+5%	+$108K	0.7%	23
2024 Q1	$2.35M	Sell	25,567 -1,686	-6%	-$154K	0.72%	20
2023 Q4	$2.49M	Buy	27,253 +24,424	+863%	+$2.24M	0.84%	18
2023 Q3	$260K	Buy	+2,829	New	+$259K	0.11%	66
2023 Q2	–	Sell	-825	Closed	-$75.8K	–	504
2023 Q1	$75.8K	Buy	+825	New	+$75.6K	0.05%	132

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Stephens Consulting's BIL Position: Q3 2025 in Review

Stephens Consulting sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025, closing a stake of 35,221 shares — an estimated $3.23M sold.

Stephens Consulting first reported a position in BIL in Q1 2023 and held it in 9 quarters. The position peaked at $3.3M in Q1 2025. 1,165 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

Stephens Consulting reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 35,221 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $3.23M.
Stephens Consulting first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and held it in 9 quarters.
Stephens Consulting's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.3M in Q1 2025.
1,165 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.