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

Westmount 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	–	Sell	-30,984	Closed	-$2.83M	–	267
2025 Q4	$2.83M	Sell	30,984 -27,224	-47%	-$2.49M	0.71%	29
2025 Q3	$5.32M	Sell	58,208 -26,327	-31%	-$2.41M	1.37%	17
2025 Q2	$7.75M	Buy	84,535 +25,432	+43%	+$2.33M	2.13%	10
2025 Q1	$5.42M	Buy	+59,103	New	+$5.41M	1.65%	12
2024 Q2	–	Sell	-3,759	Closed	-$345K	–	220
2024 Q1	$345K	Buy	+3,759	New	+$344K	0.12%	146

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Westmount Partners's BIL Position: Q1 2026 in Review

Westmount Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2026, closing a stake of 30,984 shares — an estimated $2.83M sold.

Westmount Partners first reported a position in BIL in Q1 2024 and held it in 5 quarters. The position peaked at $7.75M in Q2 2025. 1,319 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Westmount Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
Westmount Partners sold 30,984 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $2.83M.
Westmount Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and held it in 5 quarters.
Westmount Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $7.75M in Q2 2025.
1,319 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Westmount Partners's 13F filing for Q1 2026, filed 16 Apr 2026.