Vantage Point Financial’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Vantage Point Financial’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	$237K	Sell	2,588 -1,756	-40%	-$161K	0.08%	158
2025 Q4	$397K	Sell	4,344 -499	-10%	-$45.7K	0.14%	105
2025 Q3	$444K	Buy	+4,843	New	+$444K	0.17%	93

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

Vantage Point Financial's BIL Position: Q1 2026 in Review

Vantage Point Financial reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 40% in Q1 2026, selling an estimated $161K and leaving 2,588 shares worth $237K. The position accounts for 0.08% of the portfolio, ranked #158.

Vantage Point Financial first reported a position in BIL in Q3 2025 and has held it in 3 quarters since. The position peaked at $444K in Q3 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Vantage Point Financial held 2,588 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $237K as of Q1 2026.
Vantage Point Financial sold 1,756 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $161K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.08% of Vantage Point Financial's portfolio in Q1 2026, its #158 holding.
Vantage Point Financial first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2025 and has held it in 3 quarters since.
Vantage Point Financial's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $444K in Q3 2025.
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 Vantage Point Financial's 13F filing for Q1 2026, filed 4 May 2026.