TD Private Client Wealth’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

TD Private Client Wealth’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	$6.61M	Buy	72,150 +30,675	+74%	+$2.81M	0.14%	103
2025 Q4	$3.79M	Buy	41,475 +2,278	+6%	+$209K	0.08%	160
2025 Q3	$3.6M	Buy	39,197 +3,094	+9%	+$283K	0.08%	172
2025 Q2	$3.31M	Buy	36,103 +1,981	+6%	+$181K	0.08%	175
2025 Q1	$3.13M	Sell	34,122 -2,903	-8%	-$266K	0.09%	164
2024 Q4	$3.39M	Buy	37,025 +1,817	+5%	+$166K	0.09%	155
2024 Q3	$3.23M	Buy	35,208 +2,869	+9%	+$263K	0.09%	165
2024 Q2	$2.97M	Buy	32,339 +25,123	+348%	+$2.3M	0.09%	161
2024 Q1	$662K	Sell	7,216 -1,335	-16%	-$122K	0.02%	412
2023 Q4	$781K	Buy	8,551 +301	+4%	+$27.6K	0.03%	367
2023 Q3	$758K	Sell	8,250 -451	-5%	-$41.3K	0.03%	351
2023 Q2	$799K	Sell	8,701 -8,142	-48%	-$746K	0.03%	370
2023 Q1	$1.55M	Sell	16,843 -3,618	-18%	-$331K	0.07%	261
2022 Q4	$1.87M	Sell	20,461 -10,689	-34%	-$978K	0.09%	230
2022 Q3	$2.85M	Buy	31,150 +329	+1%	+$30.1K	0.15%	146
2022 Q2	$2.82M	Buy	30,821 +12,334	+67%	+$1.13M	0.14%	154
2022 Q1	$1.69M	Buy	18,487 +16,165	+696%	+$1.48M	0.07%	257
2021 Q4	$212K	Buy	2,322 +27	+1%	+$2.47K	0.01%	542
2021 Q3	$210K	Buy	2,295 +29	+1%	+$2.65K	0.01%	518
2021 Q2	$207K	Buy	2,266 +30	+1%	+$2.75K	0.01%	514
2021 Q1	$205K	Buy	2,236 +986	+79%	+$90.2K	0.01%	500
2020 Q4	$114K	Sell	1,250 -23,979	-95%	-$2.19M	0.01%	541
2020 Q3	$2.31M	Buy	25,229 +53	+0.2%	+$4.85K	0.13%	169
2020 Q2	$2.3M	Buy	25,176 +18,125	+257%	+$1.66M	0.13%	166
2020 Q1	$646K	Buy	7,051 +4,540	+181%	+$416K	0.05%	292
2019 Q4	$230K	Buy	+2,511	New	+$230K	0.01%	441

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

TD Private Client Wealth's BIL Position: Q1 2026 in Review

TD Private Client Wealth increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 74% in Q1 2026, buying an estimated $2.81M and bringing the position to 72,150 shares worth $6.61M. The position accounts for 0.14% of the portfolio, ranked #103.

TD Private Client Wealth first reported a position in BIL in Q4 2019 and has held it in 26 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

TD Private Client Wealth held 72,150 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.61M as of Q1 2026.
TD Private Client Wealth bought 30,675 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $2.81M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.14% of TD Private Client Wealth's portfolio in Q1 2026, its #103 holding.
TD Private Client Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and has held it in 26 quarters since.
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 TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.