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

WealthPlan 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	$10.5M	Sell	114,666 -188,321	-62%	-$17.2M	0.59%	43
2025 Q4	$27.7M	Sell	302,987 -9,323	-3%	-$854K	1.76%	8
2025 Q3	$28.7M	Buy	+312,310	New	+$28.6M	1.9%	5
2025 Q2	–	Sell	-6,946	Closed	-$637K	–	346
2025 Q1	$637K	Buy	+6,946	New	+$636K	0.06%	155

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

WealthPlan Investment Management's BIL Position: Q1 2026 in Review

WealthPlan Investment Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 62% in Q1 2026, selling an estimated $17.2M and leaving 114,666 shares worth $10.5M. The position accounts for 0.59% of the portfolio, ranked #43.

WealthPlan Investment Management first reported a position in BIL in Q1 2025 and has held it in 4 quarters since. The position peaked at $28.7M in Q3 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

WealthPlan Investment Management held 114,666 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $10.5M as of Q1 2026.
WealthPlan Investment Management sold 188,321 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $17.2M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.59% of WealthPlan Investment Management's portfolio in Q1 2026, its #43 holding.
WealthPlan Investment Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2025 and has held it in 4 quarters since.
WealthPlan Investment Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $28.7M 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 WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.