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

Summit Financial Consulting’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
-3,182
Closed -$291K – 42
2025
Q4 		$291K Buy
3,182
+484
+18% +$44.3K 0.21% 38
2025
Q3 		$248K Buy
+2,698
New +$247K 0.2% 37

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Summit Financial Consulting's BIL Position: Q1 2026 in Review

Summit Financial Consulting sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2026, closing a stake of 3,182 shares — an estimated $291K sold.

Summit Financial Consulting first reported a position in BIL in Q3 2025 and held it in 2 quarters. The position peaked at $291K in Q4 2025. 1,317 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

  • Summit Financial Consulting reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Financial Consulting sold 3,182 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $291K.
  • Summit Financial Consulting first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2025 and held it in 2 quarters.
  • Summit Financial Consulting's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $291K in Q4 2025.
  • 1,317 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.