Woodley Farra Manion Portfolio Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Woodley Farra Manion Portfolio 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	$9.52M	Buy	103,899 +10,118	+11%	+$926K	0.46%	33
2025 Q4	$8.57M	Buy	93,781 +38,816	+71%	+$3.55M	0.41%	33
2025 Q3	$5.04M	Sell	54,965 -23,527	-30%	-$2.16M	0.24%	47
2025 Q2	$7.2M	Sell	78,492 -658	-0.8%	-$60.3K	0.34%	34
2025 Q1	$7.26M	Buy	79,150 +28,224	+55%	+$2.59M	0.36%	33
2024 Q4	$4.66M	Buy	50,926 +4,259	+9%	+$390K	0.23%	43
2024 Q3	$4.28M	Buy	46,667 +23,538	+102%	+$2.16M	0.22%	46
2024 Q2	$2.12M	Buy	23,129 +1,506	+7%	+$138K	0.12%	60
2024 Q1	$1.98M	Sell	21,623 -23,024	-52%	-$2.11M	0.11%	62
2023 Q4	$4.08M	Sell	44,647 -8,387	-16%	-$768K	0.24%	48
2023 Q3	$4.87M	Buy	53,034 +21,807	+70%	+$2M	0.32%	37
2023 Q2	$2.87M	Sell	31,227 -8,885	-22%	-$814K	0.18%	58
2023 Q1	$3.68M	Buy	40,112 +33,962	+552%	+$3.11M	0.25%	51
2022 Q4	$563K	Sell	6,150 -17,135	-74%	-$1.57M	0.04%	65
2022 Q3	$2.13M	Buy	+23,285	New	+$2.13M	0.17%	57

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 $8.4B AUM 51.89% 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 $2.24B AUM 16.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Woodley Farra Manion Portfolio Management's BIL Position: Q1 2026 in Review

Woodley Farra Manion Portfolio Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 11% in Q1 2026, buying an estimated $926K and bringing the position to 103,899 shares worth $9.52M. The position accounts for 0.46% of the portfolio, ranked #33.

Woodley Farra Manion Portfolio Management first reported a position in BIL in Q3 2022 and has held it in 15 quarters since. 1,311 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Woodley Farra Manion Portfolio Management held 103,899 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $9.52M as of Q1 2026.
Woodley Farra Manion Portfolio Management bought 10,118 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $926K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.46% of Woodley Farra Manion Portfolio Management's portfolio in Q1 2026, its #33 holding.
Woodley Farra Manion Portfolio Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2022 and has held it in 15 quarters since.
1,311 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2026, filed 8 May 2026.