Vertex Planning Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Vertex Planning Partners’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	$5.01M	Buy	54,649 +36,259	+197%	+$3.32M	0.97%	22
2025 Q4	$1.68M	Buy	18,390 +612	+3%	+$56K	0.39%	40
2025 Q3	$1.63M	Sell	17,778 -3,773	-18%	-$346K	0.31%	55
2025 Q2	$1.98M	Buy	21,551 +5,684	+36%	+$521K	0.41%	47
2025 Q1	$1.46M	Sell	15,867 -2,870	-15%	-$263K	0.32%	51
2024 Q4	$1.71M	Buy	18,737 +8,213	+78%	+$752K	0.38%	46
2024 Q3	$966K	Buy	10,524 +4,819	+84%	+$442K	0.23%	51
2024 Q2	$524K	Buy	5,705 +24	+0.4%	+$2.2K	0.14%	83
2024 Q1	$522K	Sell	5,681 -1,589	-22%	-$146K	0.14%	85
2023 Q4	$664K	Buy	7,270 +25	+0.3%	+$2.29K	0.2%	62
2023 Q3	$665K	Buy	7,245 +3,196	+79%	+$293K	0.23%	55
2023 Q2	$372K	Buy	4,049 +281	+7%	+$25.7K	0.13%	83
2023 Q1	$346K	Buy	+3,768	New	+$345K	0.13%	80

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

Vertex Planning Partners's BIL Position: Q1 2026 in Review

Vertex Planning Partners increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 197% in Q1 2026, buying an estimated $3.32M and bringing the position to 54,649 shares worth $5.01M. The position accounts for 0.97% of the portfolio, ranked #22.

Vertex Planning Partners first reported a position in BIL in Q1 2023 and has held it in 13 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Vertex Planning Partners held 54,649 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $5.01M as of Q1 2026.
Vertex Planning Partners bought 36,259 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $3.32M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.97% of Vertex Planning Partners's portfolio in Q1 2026, its #22 holding.
Vertex Planning Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 13 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 Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.