WIM
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Waycross Investment Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Waycross Investment 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 		$1.43M Buy
15,552
+4,666
+43% +$427K 1.36% 21
2025
Q4 		$995K Buy
10,886
+996
+10% +$91.2K 0.87% 28
2025
Q3 		$907K Buy
9,890
+84
+0.9% +$7.7K 0.93% 27
2025
Q2 		$900K Hold
9,806
– – 0.94% 27
2025
Q1 		$900K Sell
9,806
-441
-4% -$40.4K 1.01% 28
2024
Q4 		$937K Buy
10,247
+1,665
+19% +$152K 0.99% 31
2024
Q3 		$788K Sell
8,582
-41,962
-83% -$3.84M 0.73% 37
2024
Q2 		$4.64M Sell
50,544
-40
-0.1% -$3.67K 4.48% 5
2024
Q1 		$4.64M Buy
50,584
+2,448
+5% +$224K 4.33% 6
2023
Q4 		$4.4M Buy
48,136
+43,364
+909% +$3.97M 4.84% 5
2023
Q3 		$438K Hold
4,772
– – 0.5% 36
2023
Q2 		$438K Sell
4,772
-61
-1% -$5.59K 0.46% 39
2023
Q1 		$444K Sell
4,833
-52
-1% -$4.76K 0.44% 43
2022
Q4 		$447K Buy
+4,885
New +$447K 0.45% 45

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HCM
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return