Tevis Investment Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Tevis Investment Management’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
2025 Q3	–	Sell	-40,428	Closed	-$3.71M	–	107
2025 Q2	$3.71M	Buy	40,428 +12,434	+44%	+$1.14M	2.38%	9
2025 Q1	$2.56M	Hold	27,994	–	–	1.9%	15
2024 Q4	$2.56M	Buy	27,994 +7,310	+35%	+$669K	1.9%	15
2024 Q3	$1.9M	Buy	20,684 +7,782	+60%	+$713K	1.4%	24
2024 Q2	$1.18M	Sell	12,902 -185	-1%	-$16.9K	0.95%	36
2024 Q1	$1.2M	Sell	13,087 -345	-3%	-$31.6K	1.02%	32
2023 Q4	$1.23M	Sell	13,432 -5,339	-28%	-$489K	1.13%	30
2023 Q3	$1.72M	Sell	18,771 -18,857	-50%	-$1.73M	1.75%	18
2023 Q2	$3.46M	Buy	37,628 +200	+0.5%	+$18.3K	3.37%	5
2023 Q1	$3.44M	Buy	37,428 +5,413	+17%	+$496K	3.49%	4
2022 Q4	$2.93M	Sell	32,015 -107	-0.3%	-$9.79K	3.12%	7
2022 Q3	$2.94M	Buy	32,122 +31,925	+16,206%	+$2.92M	2.86%	5
2022 Q2	$18K	Hold	197	–	–	0.02%	293
2022 Q1	$18K	Sell	197 -3,499	-95%	-$320K	0.02%	304
2021 Q4	$336K	Buy	+3,696	New	+$338K	0.29%	84

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Tevis Investment Management's BIL Position: Q3 2025 in Review

Tevis Investment Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025, closing a stake of 40,428 shares — an estimated $3.71M sold.

Tevis Investment Management first reported a position in BIL in Q4 2021 and held it in 15 quarters. The position peaked at $3.71M in Q2 2025. 1,169 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

Tevis Investment Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
Tevis Investment Management sold 40,428 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $3.71M.
Tevis Investment Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2021 and held it in 15 quarters.
Tevis Investment Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.71M in Q2 2025.
1,169 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on Tevis Investment Management's 13F filing for Q3 2025, filed 2 Dec 2025.