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

Traphagen Investment Advisors’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 		$573K Sell
6,255
-2,354
-27% -$215K 0.05% 115
2025
Q4 		$787K Buy
8,609
+2,281
+36% +$209K 0.06% 90
2025
Q3 		$581K Sell
6,328
-2,626
-29% -$241K 0.05% 109
2025
Q2 		$821K Sell
8,954
-2,967
-25% -$272K 0.08% 84
2025
Q1 		$1.09M Sell
11,921
-1,552
-12% -$142K 0.11% 66
2024
Q4 		$1.23M Sell
13,473
-4,058
-23% -$372K 0.13% 60
2024
Q3 		$1.61M Sell
17,531
-6,361
-27% -$583K 0.16% 49
2024
Q2 		$2.19M Sell
23,892
-6,503
-21% -$596K 0.24% 41
2024
Q1 		$2.79M Sell
30,395
-3,737
-11% -$342K 0.3% 35
2023
Q4 		$3.12M Sell
34,132
-2,193
-6% -$201K 0.37% 31
2023
Q3 		$3.34M Buy
+36,325
New +$3.33M 0.42% 26

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return