Treasure Coast Financial Planning’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Treasure Coast Financial Planning’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	$13.3M	Buy	145,104 +6,577	+5%	+$602K	6.84%	4
2025 Q4	$12.7M	Buy	138,527 +9,568	+7%	+$876K	6.73%	4
2025 Q3	$11.8M	Buy	128,959 +3,648	+3%	+$334K	6.6%	4
2025 Q2	$11.5M	Buy	125,311 +2,846	+2%	+$261K	6.7%	4
2025 Q1	$11.2M	Buy	122,465 +4,992	+4%	+$457K	6.96%	4
2024 Q4	$10.7M	Buy	117,473 +385	+0.3%	+$35.3K	7.08%	4
2024 Q3	$10.7M	Buy	117,088 +2,823	+2%	+$259K	6.64%	5
2024 Q2	$10.5M	Buy	114,265 +4,419	+4%	+$405K	6.92%	5
2024 Q1	$10.1M	Sell	109,846 -2,129	-2%	-$195K	6.59%	5
2023 Q4	$10.2M	Sell	111,975 -1,428	-1%	-$131K	7.14%	4
2023 Q3	$10.4M	Buy	113,403 +106,973	+1,664%	+$9.8M	7.23%	5
2023 Q2	$590K	Buy	+6,430	New	+$589K	0.4%	25

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

Treasure Coast Financial Planning's BIL Position: Q1 2026 in Review

Treasure Coast Financial Planning increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4.7% in Q1 2026, buying an estimated $602K and bringing the position to 145,104 shares worth $13.3M. The position accounts for 6.84% of the portfolio, ranked #4.

Treasure Coast Financial Planning first reported a position in BIL in Q2 2023 and has held it in 12 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Treasure Coast Financial Planning held 145,104 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $13.3M as of Q1 2026.
Treasure Coast Financial Planning bought 6,577 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $602K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 6.84% of Treasure Coast Financial Planning's portfolio in Q1 2026, its #4 holding.
Treasure Coast Financial Planning first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 12 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 Treasure Coast Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.