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

WESPAC Advisors’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	$3.59M	Buy	39,217 +19,393	+98%	+$1.77M	1.97%	9
2025 Q4	$1.81M	Buy	19,824 +15,317	+340%	+$1.4M	0.98%	29
2025 Q3	$414K	Sell	4,507 -950	-17%	-$87K	0.24%	126
2025 Q2	$501K	Buy	5,457 +374	+7%	+$34.3K	0.35%	111
2025 Q1	$466K	Sell	5,083 -107	-2%	-$9.8K	0.38%	98
2024 Q4	$475K	Buy	5,190 +1,255	+32%	+$115K	0.35%	100
2024 Q3	$361K	Sell	3,935 -3,042	-44%	-$279K	0.27%	109
2024 Q2	$640K	Sell	6,977 -2,730	-28%	-$250K	0.5%	72
2024 Q1	$891K	Hold	9,707	–	–	0.52%	67
2023 Q4	$887K	Buy	9,707 +1,317	+16%	+$121K	0.62%	53
2023 Q3	$770K	Sell	8,390 -567	-6%	-$52K	0.58%	62
2023 Q2	$822K	Sell	8,957 -4,977	-36%	-$456K	0.66%	54
2023 Q1	$1.28M	Buy	+13,934	New	+$1.28M	1.2%	27

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

WESPAC Advisors's BIL Position: Q1 2026 in Review

WESPAC Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 98% in Q1 2026, buying an estimated $1.77M and bringing the position to 39,217 shares worth $3.59M. The position accounts for 1.97% of the portfolio, ranked #9.

WESPAC Advisors first reported a position in BIL in Q1 2023 and has held it in 13 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

WESPAC Advisors held 39,217 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.59M as of Q1 2026.
WESPAC Advisors bought 19,393 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $1.77M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.97% of WESPAC Advisors's portfolio in Q1 2026, its #9 holding.
WESPAC Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 13 quarters since.
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 WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.