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

WealthShield 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	$20.6K	Sell	225 -195	-46%	-$17.8K	﹤0.01%	498
2025 Q4	$38.4K	Sell	420 -86	-17%	-$7.87K	﹤0.01%	449
2025 Q3	$46.4K	Sell	506 -527	-51%	-$48.3K	0.01%	434
2025 Q2	$94.8K	Buy	1,033 +979	+1,813%	+$89.7K	0.01%	389
2025 Q1	$4.95K	Buy	+54	New	+$4.95K	﹤0.01%	498
2023 Q4	–	Sell	-10,451	Closed	-$960K	–	480
2023 Q3	$960K	Buy	10,451 +3,232	+45%	+$296K	0.14%	153
2023 Q2	$663K	Buy	7,219 +1,055	+17%	+$96.7K	0.1%	184
2023 Q1	$566K	Sell	6,164 -19,223	-76%	-$1.76M	0.09%	194
2022 Q4	$2.32M	Sell	25,387 -64,784	-72%	-$5.93M	0.44%	61
2022 Q3	$8.26M	Buy	+90,171	New	+$8.25M	1.64%	11
2019 Q1	–	Sell	-26,256	Closed	-$2.4M	–	264
2018 Q4	$2.4M	Buy	+26,256	New	+$2.4M	1.64%	12

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

WealthShield Partners's BIL Position: Q1 2026 in Review

WealthShield Partners reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 46% in Q1 2026, selling an estimated $17.8K and leaving 225 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

WealthShield Partners first reported a position in BIL in Q4 2018 and has held it in 11 quarters since. The position peaked at $8.26M in Q3 2022. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

WealthShield Partners held 225 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $20.6K as of Q1 2026.
WealthShield Partners sold 195 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $17.8K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #498 holding.
WealthShield Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and has held it in 11 quarters since.
WealthShield Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $8.26M in Q3 2022.
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 WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.