VisionPoint Advisory Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

VisionPoint Advisory 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 Q3	$9.32M	Sell	101,657 -17,774	-15%	-$1.63M	1.46%	13
2026 Q2	$10.9M	Sell	119,431 -2,011	-2%	-$184K	1.79%	8
2026 Q1	$11.1M	Buy	121,442 +58,912	+94%	+$5.39M	2.1%	3
2025 Q4	$5.71M	Buy	62,530 +7,845	+14%	+$718K	1.11%	18
2025 Q3	$5.02M	Sell	54,685 -33,910	-38%	-$3.11M	1%	19
2025 Q2	$8.13M	Buy	88,595 +39,256	+80%	+$3.6M	1.77%	10
2025 Q1	$4.53M	Sell	49,339 -11,363	-19%	-$1.04M	1.55%	14
2024 Q4	$5.55M	Buy	60,702 +27,824	+85%	+$2.55M	1.9%	8
2024 Q3	$3.02M	Sell	32,878 -4,125	-11%	-$378K	1.02%	23
2024 Q2	$3.4M	Sell	37,003 -1,361	-4%	-$125K	1.21%	18
2024 Q1	$3.52M	Buy	38,364 +1,219	+3%	+$112K	1.27%	15
2023 Q4	$3.39M	Sell	37,145 -45,925	-55%	-$4.21M	1.25%	14
2023 Q3	$7.63M	Buy	83,070 +50,478	+155%	+$4.63M	3.27%	4
2023 Q2	$2.99M	Sell	32,592 -17,673	-35%	-$1.62M	1.22%	16
2023 Q1	$4.6M	Sell	50,265 -1,182	-2%	-$108K	2.03%	12
2022 Q4	$4.71M	Sell	51,447 -31,703	-38%	-$2.9M	1.95%	15
2022 Q3	$7.62M	Buy	83,150 +36,548	+78%	+$3.34M	3.66%	7
2022 Q2	$4.26M	Sell	46,602 -92,814	-67%	-$8.49M	1.69%	24
2022 Q1	$12.7M	Sell	139,416 -17,071	-11%	-$1.56M	5.9%	2
2021 Q4	$14.3M	Buy	156,487 +152,882	+4,241%	+$14M	6.26%	1
2021 Q3	$330K	Sell	3,605 -11,599	-76%	-$1.06M	0.15%	81
2021 Q2	$1.39M	Sell	15,204 -100,200	-87%	-$9.17M	0.62%	47
2021 Q1	$10.6M	Sell	115,404 -176,083	-60%	-$16.1M	5.06%	2
2020 Q4	$26.7M	Sell	291,487 -757,070	-72%	-$69.3M	13.45%	1
2020 Q3	$96M	Sell	1,048,557 -51,365	-5%	-$4.7M	41.42%	1
2020 Q2	$101M	Buy	1,099,922 +1,084,171	+6,883%	+$99.2M	40.77%	1
2020 Q1	$1.44M	Sell	15,751 -895,104	-98%	-$81.9M	0.68%	31
2019 Q4	$83.3M	Buy	910,855 +906,110	+19,096%	+$82.9M	34.58%	1
2019 Q3	$434K	Sell	4,745 -5,683	-54%	-$520K	0.12%	78
2019 Q2	$955K	Sell	10,428 -731,684	-99%	-$67M	0.27%	47
2019 Q1	$68M	Buy	742,112 +627,921	+550%	+$57.5M	19.1%	2
2018 Q4	$10.4M	Buy	+114,191	New	+$10.4M	3.38%	5

Other funds holding BIL

UFF

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IAG

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

SFL

Scheeler Financial LLC West Chester, Ohio $132M AUM

HFA

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

VisionPoint Advisory Group's BIL Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 15% in Q3 2026, selling an estimated $1.63M and leaving 101,657 shares worth $9.32M. The position accounts for 1.46% of the portfolio, ranked #13.

VisionPoint Advisory Group first reported a position in BIL in Q4 2018 and has held it in 32 quarters since. The position peaked at $101M in Q2 2020. 239 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

VisionPoint Advisory Group held 101,657 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $9.32M as of Q3 2026.
VisionPoint Advisory Group sold 17,774 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $1.63M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.46% of VisionPoint Advisory Group's portfolio in Q3 2026, its #13 holding.
VisionPoint Advisory Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and has held it in 32 quarters since.
VisionPoint Advisory Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $101M in Q2 2020.
239 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.