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

Stephens 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	$2.95M	Buy	32,216 +324	+1%	+$29.6K	0.04%	402
2025 Q4	$2.91M	Sell	31,892 -6,315	-17%	-$578K	0.04%	405
2025 Q3	$3.51M	Sell	38,207 -7,763	-17%	-$711K	0.04%	359
2025 Q2	$4.22M	Sell	45,970 -770	-2%	-$70.5K	0.06%	308
2025 Q1	$4.29M	Buy	46,740 +909	+2%	+$83.3K	0.06%	300
2024 Q4	$4.19M	Buy	45,831 +3,566	+8%	+$327K	0.06%	297
2024 Q3	$3.88M	Sell	42,265 -2,827	-6%	-$259K	0.06%	307
2024 Q2	$4.14M	Sell	45,092 -3,608	-7%	-$331K	0.06%	287
2024 Q1	$4.47M	Buy	48,700 +1,080	+2%	+$98.9K	0.07%	279
2023 Q4	$4.35M	Sell	47,620 -4,850	-9%	-$444K	0.08%	260
2023 Q3	$4.82M	Buy	52,470 +6,053	+13%	+$555K	0.09%	227
2023 Q2	$4.26M	Buy	46,417 +2,507	+6%	+$230K	0.08%	254
2023 Q1	$4.03M	Sell	43,910 -3,201	-7%	-$293K	0.08%	262
2022 Q4	$4.31M	Buy	47,111 +17,111	+57%	+$1.57M	0.09%	235
2022 Q3	$2.75M	Buy	+30,000	New	+$2.74M	0.06%	310
2018 Q4	–	Sell	-8,205	Closed	-$751K	–	1120
2018 Q3	$751K	Sell	8,205 -16,084	-66%	-$1.47M	0.02%	666
2018 Q2	$2.22M	Buy	+24,289	New	+$2.22M	0.07%	308
2017 Q2	–	Sell	-9,494	Closed	-$868K	–	873
2017 Q1	$868K	Buy	+9,494	New	+$868K	0.03%	448

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

Stephens Inc's BIL Position: Q1 2026 in Review

Stephens Inc increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1% in Q1 2026, buying an estimated $29.6K and bringing the position to 32,216 shares worth $2.95M. The position accounts for 0.04% of the portfolio, ranked #402.

Stephens Inc first reported a position in BIL in Q1 2017 and has held it in 18 quarters since. The position peaked at $4.82M in Q3 2023. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Stephens Inc held 32,216 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.95M as of Q1 2026.
Stephens Inc bought 324 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $29.6K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.04% of Stephens Inc's portfolio in Q1 2026, its #402 holding.
Stephens Inc first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2017 and has held it in 18 quarters since.
Stephens Inc's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $4.82M 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 Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.