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

Stonebridge Financial Planning Group’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	–	Sell	-2,451	Closed	-$224K	–	172
2025 Q4	$224K	Sell	2,451 -1,272	-34%	-$116K	0.08%	160
2025 Q3	$342K	Sell	3,723 -28	-0.7%	-$2.56K	0.13%	142
2025 Q2	$344K	Sell	3,751 -1,371	-27%	-$126K	0.14%	133
2025 Q1	$470K	Sell	5,122 -402	-7%	-$36.8K	0.21%	112
2024 Q4	$505K	Sell	5,524 -2,056	-27%	-$188K	0.23%	108
2024 Q3	$696K	Sell	7,580 -865	-10%	-$79.3K	0.33%	86
2024 Q2	$775K	Sell	8,445 -1,532	-15%	-$140K	0.39%	72
2024 Q1	$916K	Sell	9,977 -2,558	-20%	-$234K	0.48%	60
2023 Q4	$1.15M	Buy	12,535 +1,749	+16%	+$160K	0.66%	45
2023 Q3	$990K	Buy	10,786 +7,846	+267%	+$719K	0.64%	46
2023 Q2	$270K	Buy	+2,940	New	+$269K	0.16%	120

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

Stonebridge Financial Planning Group's BIL Position: Q1 2026 in Review

Stonebridge Financial Planning Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2026, closing a stake of 2,451 shares — an estimated $224K sold.

Stonebridge Financial Planning Group first reported a position in BIL in Q2 2023 and held it in 11 quarters. The position peaked at $1.15M in Q4 2023. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Stonebridge Financial Planning Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
Stonebridge Financial Planning Group sold 2,451 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $224K.
Stonebridge Financial Planning Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and held it in 11 quarters.
Stonebridge Financial Planning Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.15M in Q4 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 Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.