Western Pacific Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Western Pacific Wealth 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
2025 Q3	–	Sell	-412	Closed	-$37.8K	–	193
2025 Q2	$37.8K	Buy	+412	New	+$37.7K	0.04%	145
2025 Q1	–	Sell	-1,000	Closed	-$91.4K	–	201
2024 Q4	$91.4K	Hold	1,000	–	–	0.07%	108
2024 Q3	$91.8K	Buy	+1,000	New	+$91.6K	0.06%	133

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Western Pacific Wealth Management's BIL Position: Q3 2025 in Review

Western Pacific Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025, closing a stake of 412 shares — an estimated $37.8K sold.

Western Pacific Wealth Management first reported a position in BIL in Q3 2024 and held it in 3 quarters. The position peaked at $91.8K in Q3 2024. 1,170 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

Western Pacific Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
Western Pacific Wealth Management sold 412 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $37.8K.
Western Pacific Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2024 and held it in 3 quarters.
Western Pacific Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $91.8K in Q3 2024.
1,170 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on Western Pacific Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.