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

Sterling Investment 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
2025
Q4 		– Sell
-74,183
Closed -$6.81M – 70
2025
Q3 		$6.81M Sell
74,183
-1,961
-3% -$180K 4.09% 4
2025
Q2 		$6.98M Sell
76,144
-561
-0.7% -$51.4K 4.62% 4
2025
Q1 		$7.04M Buy
76,705
+3,144
+4% +$288K 5.01% 4
2024
Q4 		$6.73M Sell
73,561
-25,379
-26% -$2.32M 5.28% 3
2024
Q3 		$9.08M Sell
98,940
-1,996
-2% -$183K 6.89% 2
2024
Q2 		$9.26M Sell
100,936
-8,545
-8% -$783K 7.04% 2
2024
Q1 		$10.1M Sell
109,481
-6,915
-6% -$633K 7.09% 3
2023
Q4 		$10.6M Buy
116,396
+52,823
+83% +$4.84M 7.8% 1
2023
Q3 		$5.84M Sell
63,573
-4,832
-7% -$443K 5.19% 4
2023
Q2 		$6.28M Sell
68,405
-1,453
-2% -$133K 4.98% 4
2023
Q1 		$6.41M Sell
69,858
-5,321
-7% -$487K 5.11% 4
2022
Q4 		$6.88M Sell
75,179
-175,812
-70% -$16.1M 5.52% 4
2022
Q3 		$23M Buy
+250,991
New +$23M 19.38% 1
2020
Q2 		– Sell
-2,576
Closed -$236K – 59
2020
Q1 		$236K Sell
2,576
-76,104
-97% -$6.97M 0.21% 61
2019
Q4 		$7.19M Sell
78,680
-35,770
-31% -$3.27M 4.77% 5
2019
Q3 		$10.5M Sell
114,450
-6,819
-6% -$624K 7.66% 4
2019
Q2 		$11.1M Sell
121,269
-406
-0.3% -$37.2K 8.6% 3
2019
Q1 		$11.1M Sell
121,675
-88,432
-42% -$8.09M 8.63% 3
2018
Q4 		$19.2M Buy
210,107
+131,054
+166% +$12M 16.06% 1
2018
Q3 		$7.24M Buy
79,053
+5,838
+8% +$534K 5.26% 3
2018
Q2 		$6.71M Buy
73,215
+56,682
+343% +$5.19M 5.2% 3
2018
Q1 		$1.51M Buy
+16,533
New +$1.51M 1.22% 25

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sterling Investment Management's BIL Position: Q4 2025 in Review

Sterling Investment Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2025, closing a stake of 74,183 shares — an estimated $6.81M sold.

Sterling Investment Management first reported a position in BIL in Q1 2018 and held it in 22 quarters. The position peaked at $23M in Q3 2022. 1,236 funds tracked by Wall St. Rank hold BIL as of Q4 2025.

  • Sterling Investment Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2025 after selling out during the quarter.
  • Sterling Investment Management sold 74,183 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2025, an estimated $6.81M.
  • Sterling Investment Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2018 and held it in 22 quarters.
  • Sterling Investment Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $23M in Q3 2022.
  • 1,236 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2025.

Based on Sterling Investment Management's 13F filing for Q4 2025, filed 3 Feb 2026.