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

Willow Creek 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 Q1	–	Sell	-18,108	Closed	-$1.66M	–	158
2024 Q4	$1.66M	Sell	18,108 -48,755	-73%	-$4.47M	0.17%	53
2024 Q3	$6.14M	Buy	66,863 +1,077	+2%	+$98.7K	0.65%	31
2024 Q2	$6.04M	Sell	65,786 -7,686	-10%	-$704K	0.69%	29
2024 Q1	$6.74M	Buy	73,472 +13,335	+22%	+$1.22M	0.79%	27
2023 Q4	$5.5M	Buy	60,137 +44,877	+294%	+$4.11M	0.69%	28
2023 Q3	$1.4M	Sell	15,260 -16,768	-52%	-$1.54M	0.21%	50
2023 Q2	$2.94M	Buy	+32,028	New	+$2.93M	0.42%	35
2020 Q2	–	Sell	-38,306	Closed	-$3.51M	–	79
2020 Q1	$3.51M	Sell	38,306 -12,266	-24%	-$1.12M	1.77%	11
2019 Q4	$4.62M	Buy	50,572 +15,106	+43%	+$1.38M	2.11%	8
2019 Q3	$3.25M	Sell	35,466 -5,460	-13%	-$500K	1.51%	11
2019 Q2	$3.75M	Sell	40,926 -13,850	-25%	-$1.27M	1.8%	11
2019 Q1	$5.02M	Sell	54,776 -4,262	-7%	-$390K	2.53%	8
2018 Q4	$5.4M	Buy	59,038 +47,007	+391%	+$4.3M	2.87%	8
2018 Q3	$1.1M	Sell	12,031 -17,888	-60%	-$1.64M	0.61%	17
2018 Q2	$2.74M	Buy	29,919 +10,318	+53%	+$944K	1.54%	7
2018 Q1	$1.79M	Buy	+19,601	New	+$1.79M	0.96%	10

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Willow Creek Wealth Management's BIL Position: Q1 2025 in Review

Willow Creek Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2025, closing a stake of 18,108 shares — an estimated $1.66M sold.

Willow Creek Wealth Management first reported a position in BIL in Q1 2018 and held it in 16 quarters. The position peaked at $6.74M in Q1 2024. 1,166 funds tracked by Wall St. Rank hold BIL as of Q1 2025.

Willow Creek Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
Willow Creek Wealth Management sold 18,108 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $1.66M.
Willow Creek Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2018 and held it in 16 quarters.
Willow Creek Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $6.74M in Q1 2024.
1,166 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2025.

Based on Willow Creek Wealth Management's 13F filing for Q1 2025, filed 17 Jul 2025.