Van Hulzen Asset Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Van Hulzen Asset 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
2026 Q1	$549K	Sell	5,993 -475	-7%	-$43.5K	0.04%	219
2025 Q4	$591K	Sell	6,468 -2,958	-31%	-$271K	0.04%	204
2025 Q3	$865K	Sell	9,426 -1,222	-11%	-$112K	0.06%	172
2025 Q2	$977K	Sell	10,648 -1,438	-12%	-$132K	0.08%	156
2025 Q1	$1.11M	Sell	12,086 -10,529	-47%	-$964K	0.1%	144
2024 Q4	$2.07M	Buy	22,615 +8,638	+62%	+$791K	0.15%	112
2024 Q3	$1.28M	Sell	13,977 -2,636	-16%	-$242K	0.09%	145
2024 Q2	$1.52M	Sell	16,613 -2,783	-14%	-$255K	0.1%	132
2024 Q1	$1.78M	Buy	19,396 +3,357	+21%	+$308K	0.12%	124
2023 Q4	$1.47M	Sell	16,039 -2,567	-14%	-$235K	0.1%	130
2023 Q3	$1.71M	Buy	18,606 +351	+2%	+$32.2K	0.13%	111
2023 Q2	$1.68M	Sell	18,255 -2,710	-13%	-$248K	0.14%	94
2023 Q1	$1.93M	Buy	20,965 +4,013	+24%	+$368K	0.18%	88
2022 Q4	$1.55M	Buy	16,952 +10,752	+173%	+$984K	0.18%	103
2022 Q3	$568K	Buy	6,200 +2,500	+68%	+$229K	0.07%	155
2022 Q2	$339K	Buy	+3,700	New	+$338K	0.04%	209
2022 Q1	–	Sell	-19,738	Closed	-$1.8M	–	311
2021 Q4	$1.8M	Sell	19,738 -673	-3%	-$61.5K	0.2%	89
2021 Q3	$1.87M	Sell	20,411 -102	-0.5%	-$9.33K	0.28%	69
2021 Q2	$1.88M	Sell	20,513 -13,186	-39%	-$1.21M	0.28%	68
2021 Q1	$3.08M	Sell	33,699 -17,348	-34%	-$1.59M	0.49%	59
2020 Q4	$4.67M	Sell	51,047 -110,179	-68%	-$10.1M	0.71%	47
2020 Q3	$14.8M	Sell	161,226 -53,069	-25%	-$4.86M	2.22%	9
2020 Q2	$19.6M	Buy	214,295 +184,333	+615%	+$16.9M	2.95%	6
2020 Q1	$2.75M	Sell	29,962 -65,922	-69%	-$6.03M	0.59%	44
2019 Q4	$8.77M	Buy	95,884 +4,424	+5%	+$405K	1.7%	15
2019 Q3	$8.38M	Buy	91,460 +1,817	+2%	+$166K	1.77%	18
2019 Q2	$8.21M	Buy	89,643 +20,475	+30%	+$1.87M	1.79%	17
2019 Q1	$6.34M	Sell	69,168 -22,419	-24%	-$2.05M	1.71%	20
2018 Q4	$8.38M	Sell	91,587 -8,479	-8%	-$776K	2.43%	7
2018 Q3	$9.16M	Sell	100,066 -17,303	-15%	-$1.58M	2.44%	5
2018 Q2	$10.7M	Buy	117,369 +49,307	+72%	+$4.51M	3.19%	3
2018 Q1	$6.23M	Buy	+68,062	New	+$6.23M	1.91%	5

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 $8.4B AUM 51.89% 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 $2.24B AUM 16.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Van Hulzen Asset Management's BIL Position: Q1 2026 in Review

Van Hulzen Asset Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 7.3% in Q1 2026, selling an estimated $43.5K and leaving 5,993 shares worth $549K. The position accounts for 0.04% of the portfolio, ranked #219.

Van Hulzen Asset Management first reported a position in BIL in Q1 2018 and has held it in 32 quarters since. The position peaked at $19.6M in Q2 2020. 1,311 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Van Hulzen Asset Management held 5,993 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $549K as of Q1 2026.
Van Hulzen Asset Management sold 475 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $43.5K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.04% of Van Hulzen Asset Management's portfolio in Q1 2026, its #219 holding.
Van Hulzen Asset Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2018 and has held it in 32 quarters since.
Van Hulzen Asset Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $19.6M in Q2 2020.
1,311 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.