Wealth Advisors of Iowa’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Wealth Advisors of Iowa’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	$6.48M	Buy	70,754 +41,595	+143%	+$3.81M	2.01%	9
2025 Q4	$2.66M	Buy	29,159 +18,522	+174%	+$1.7M	0.87%	19
2025 Q3	$976K	Buy	+10,637	New	+$974K	0.33%	37
2023 Q3	–	Sell	-2,575	Closed	-$236K	–	60
2023 Q2	$236K	Buy	2,575 +376	+17%	+$34.4K	0.17%	52
2023 Q1	$202K	Buy	+2,199	New	+$201K	0.16%	53
2021 Q1	–	Sell	-8,400	Closed	-$769K	–	53
2020 Q4	$769K	Buy	+8,400	New	+$769K	0.48%	18

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 $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wealth Advisors of Iowa's BIL Position: Q1 2026 in Review

Wealth Advisors of Iowa increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 143% in Q1 2026, buying an estimated $3.81M and bringing the position to 70,754 shares worth $6.48M. The position accounts for 2.01% of the portfolio, ranked #9.

Wealth Advisors of Iowa first reported a position in BIL in Q4 2020 and has held it in 6 quarters since. 1,310 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Wealth Advisors of Iowa held 70,754 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.48M as of Q1 2026.
Wealth Advisors of Iowa bought 41,595 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $3.81M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.01% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #9 holding.
Wealth Advisors of Iowa first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and has held it in 6 quarters since.
1,310 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2026, filed 13 May 2026.