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BOLTON SECURITIES CORPORATION’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$2.38M Buy
+25,986
New +$2.38M 0.14% 180

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Capital Wealth Planning
Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BIL Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2025: 25,986 shares worth $2.38M. The stake represents 0.14% of the portfolio and ranks #180 among its holdings.

1,173 funds tracked by Wall St. Rank hold BIL as of Q1 2025.

  • BOLTON SECURITIES CORPORATION held 25,986 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.38M as of Q1 2025.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.14% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #180 holding.
  • 1,173 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.