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

Stiles Financial Services’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	$577K	Sell	6,297 -301	-5%	-$27.5K	0.18%	112
2025 Q4	$603K	Sell	6,598 -3,854	-37%	-$353K	0.19%	112
2025 Q3	$959K	Sell	10,452 -8,667	-45%	-$794K	0.3%	87
2025 Q2	$1.75M	Sell	19,119 -4,905	-20%	-$449K	0.61%	56
2025 Q1	$2.2M	Sell	24,024 -36,163	-60%	-$3.31M	0.85%	38
2024 Q4	$5.5M	Sell	60,187 -7,390	-11%	-$677K	1.99%	7
2024 Q3	$6.2M	Buy	67,577 +64,131	+1,861%	+$5.88M	2.19%	8
2024 Q2	$316K	Buy	+3,446	New	+$316K	0.12%	136

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

Stiles Financial Services's BIL Position: Q1 2026 in Review

Stiles Financial Services reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4.6% in Q1 2026, selling an estimated $27.5K and leaving 6,297 shares worth $577K. The position accounts for 0.18% of the portfolio, ranked #112.

Stiles Financial Services first reported a position in BIL in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.2M in Q3 2024. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Stiles Financial Services held 6,297 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $577K as of Q1 2026.
Stiles Financial Services sold 301 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $27.5K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.18% of Stiles Financial Services's portfolio in Q1 2026, its #112 holding.
Stiles Financial Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and has held it in 8 quarters since.
Stiles Financial Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $6.2M in Q3 2024.
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 Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.