Turning Point Benefit Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Turning Point Benefit Group’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	$37.1M	Buy	405,871 +132,188	+48%	+$12.1M	23.64%	1
2025 Q4	$25M	Sell	273,683 -19,900	-7%	-$1.82M	13.06%	1
2025 Q3	$26.9M	Sell	293,583 -51,786	-15%	-$4.74M	16.2%	1
2025 Q2	$31.7M	Sell	345,369 -22,504	-6%	-$2.06M	23.99%	1
2025 Q1	$33.7M	Buy	367,873 +4,524	+1%	+$414K	31.47%	1
2024 Q4	$33.2M	Buy	+363,349	New	+$33.3M	31.59%	1

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

Turning Point Benefit Group's BIL Position: Q1 2026 in Review

Turning Point Benefit Group increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 48% in Q1 2026, buying an estimated $12.1M and bringing the position to 405,871 shares worth $37.1M. The position accounts for 23.64% of the portfolio, ranked #1.

Turning Point Benefit Group first reported a position in BIL in Q4 2024 and has held it in 6 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Turning Point Benefit Group held 405,871 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $37.1M as of Q1 2026.
Turning Point Benefit Group bought 132,188 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $12.1M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 23.64% of Turning Point Benefit Group's portfolio in Q1 2026, its #1 holding.
Turning Point Benefit Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 6 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 Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.