Sunbelt Securities’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Sunbelt Securities’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	$345K	Buy	3,762 +2,847	+311%	+$261K	0.02%	494
2025 Q4	$83.7K	Sell	915 -391	-30%	-$35.8K	0.01%	870
2025 Q3	$120K	Sell	1,306 -890	-41%	-$81.5K	0.01%	773
2025 Q2	$201K	Buy	2,196 +335	+18%	+$30.7K	0.02%	582
2025 Q1	$171K	Sell	1,861 -335	-15%	-$30.7K	0.02%	600
2024 Q4	$201K	Buy	2,196 +10	+0.5%	+$916	0.02%	585
2024 Q3	$201K	Sell	2,186 -2,191	-50%	-$201K	0.02%	589
2024 Q2	$402K	Buy	4,377 +33	+0.8%	+$3.02K	0.04%	386
2024 Q1	$399K	Sell	4,344 -5,074	-54%	-$465K	0.04%	376
2023 Q4	$861K	Sell	9,418 -2,870	-23%	-$263K	0.11%	204
2023 Q3	$1.13M	Buy	12,288 +3,816	+45%	+$350K	0.16%	149
2023 Q2	$778K	Sell	8,472 -1,744	-17%	-$160K	0.11%	198
2023 Q1	$938K	Buy	10,216 +5,147	+102%	+$472K	0.15%	150
2022 Q4	$464K	Buy	5,069 +30	+0.6%	+$2.75K	0.09%	254
2022 Q3	$462K	Buy	5,039 +9	+0.2%	+$823	0.1%	247
2022 Q2	$460K	Buy	5,030 +134	+3%	+$12.3K	0.1%	254
2022 Q1	$448K	Hold	4,896	–	–	0.08%	274
2021 Q4	$448K	Sell	4,896 -2	-0%	-$183	0.07%	290
2021 Q3	$448K	Hold	4,898	–	–	0.08%	269
2021 Q2	$448K	Buy	4,898 +2	+0%	+$183	0.08%	269
2021 Q1	$448K	Hold	4,896	–	–	0.09%	255
2020 Q4	$448K	Hold	4,896	–	–	0.09%	244
2020 Q3	$448K	Buy	+4,896	New	+$448K	0.12%	208
2020 Q2	–	Sell	-5,593	Closed	-$512K	–	305
2020 Q1	$512K	Buy	+5,593	New	+$512K	0.02%	224

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sunbelt Securities's BIL Position: Q1 2026 in Review

Sunbelt Securities increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 311% in Q1 2026, buying an estimated $261K and bringing the position to 3,762 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #494.

Sunbelt Securities first reported a position in BIL in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.13M in Q3 2023. 1,317 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Sunbelt Securities held 3,762 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $345K as of Q1 2026.
Sunbelt Securities bought 2,847 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $261K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #494 holding.
Sunbelt Securities first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2020 and has held it in 24 quarters since.
Sunbelt Securities's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.13M in Q3 2023.
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 Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.