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 Q3	$469K	Buy	5,116 +44	+0.9%	+$4.03K	0.12%	128
2026 Q2	$465K	Sell	5,072 -1,225	-19%	-$112K	0.12%	126
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Stiles Financial Services's BIL Position: Q3 2026 in Review

Stiles Financial Services increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.87% in Q3 2026, buying an estimated $4.03K and bringing the position to 5,116 shares worth $469K. The position accounts for 0.12% of the portfolio, ranked #128.

Stiles Financial Services first reported a position in BIL in Q2 2024 and has held it in 10 quarters since. The position peaked at $6.2M in Q3 2024. 579 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Stiles Financial Services held 5,116 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $469K as of Q3 2026.
Stiles Financial Services bought 44 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $4.03K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.12% of Stiles Financial Services's portfolio in Q3 2026, its #128 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 10 quarters since.
Stiles Financial Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $6.2M in Q3 2024.
579 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.