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

White Lighthouse 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	$7.15M	Sell	78,013 -1,389	-2%	-$127K	0.99%	21
2025 Q4	$7.26M	Buy	79,402 +76,500	+2,636%	+$7M	1.01%	19
2025 Q3	$266K	Sell	2,902 -328	-10%	-$30K	0.04%	125
2025 Q2	$296K	Sell	3,230 -165	-5%	-$15.1K	0.05%	111
2025 Q1	$311K	Sell	3,395 -625	-16%	-$57.2K	0.06%	111
2024 Q4	$368K	Buy	4,020 +118	+3%	+$10.8K	0.06%	103
2024 Q3	$358K	Buy	+3,902	New	+$358K	0.06%	103
2024 Q1	–	Sell	-2,769	Closed	-$253K	–	121
2023 Q4	$253K	Buy	+2,769	New	+$254K	0.06%	108
2022 Q2	–	Sell	-2,700	Closed	-$247K	–	110
2022 Q1	$247K	Hold	2,700	–	–	0.06%	103
2021 Q4	$247K	Hold	2,700	–	–	0.06%	109
2021 Q3	$247K	Hold	2,700	–	–	0.07%	103
2021 Q2	$247K	Hold	2,700	–	–	0.07%	106
2021 Q1	$247K	Hold	2,700	–	–	0.08%	102
2020 Q4	$247K	Sell	2,700 -2,400	-47%	-$220K	0.08%	103
2020 Q3	$467K	Sell	5,100 -350	-6%	-$32K	0.16%	77
2020 Q2	$499K	Sell	5,450 -2,650	-33%	-$243K	0.18%	77
2020 Q1	$742K	Sell	8,100 -5,500	-40%	-$503K	0.31%	58
2019 Q4	$1.24M	Buy	+13,600	New	+$1.24M	0.46%	46

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

White Lighthouse Investment Management's BIL Position: Q1 2026 in Review

White Lighthouse Investment Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.7% in Q1 2026, selling an estimated $127K and leaving 78,013 shares worth $7.15M. The position accounts for 0.99% of the portfolio, ranked #21.

White Lighthouse Investment Management first reported a position in BIL in Q4 2019 and has held it in 18 quarters since. The position peaked at $7.26M in Q4 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

White Lighthouse Investment Management held 78,013 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $7.15M as of Q1 2026.
White Lighthouse Investment Management sold 1,389 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $127K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.99% of White Lighthouse Investment Management's portfolio in Q1 2026, its #21 holding.
White Lighthouse Investment Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and has held it in 18 quarters since.
White Lighthouse Investment Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $7.26M in Q4 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 White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.