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

Sterling Financial Planning’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 Q1	–	Sell	-2,666	Closed	-$244K	–	110
2024 Q4	$244K	Hold	2,666	–	–	0.09%	96
2024 Q3	$245K	Sell	2,666 -66	-2%	-$6.05K	0.09%	99
2024 Q2	$251K	Hold	2,732	–	–	0.1%	99
2024 Q1	$251K	Hold	2,732	–	–	0.1%	97
2023 Q4	$250K	Hold	2,732	–	–	0.11%	90
2023 Q3	$251K	Hold	2,732	–	–	0.13%	84
2023 Q2	$251K	Hold	2,732	–	–	0.12%	85
2023 Q1	$251K	Buy	+2,732	New	+$250K	0.14%	86

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Sterling Financial Planning's BIL Position: Q1 2025 in Review

Sterling Financial Planning sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2025, closing a stake of 2,666 shares — an estimated $244K sold.

Sterling Financial Planning first reported a position in BIL in Q1 2023 and held it in 8 quarters. The position peaked at $251K in Q3 2023. 1,165 funds tracked by Wall St. Rank hold BIL as of Q1 2025.

Sterling Financial Planning reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
Sterling Financial Planning sold 2,666 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $244K.
Sterling Financial Planning first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and held it in 8 quarters.
Sterling Financial Planning's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $251K in Q3 2023.
1,165 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2025.

Based on Sterling Financial Planning's 13F filing for Q1 2025, filed 29 Apr 2025.