Question 1

How many shares of BIL does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 167,261 shares of BIL (SPDR BLOOMBERG 1-3 MONTH T-B).

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's BIL position worth?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC's BIL position is worth $15.3M.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling BIL?

Accepted Answer

In 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC decreased their BIL position (-40.1% change in shares).

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy BIL?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in BIL in 2019-Q1. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	167,261	-40.1%	$15.3M	0.1%	$91.40	0
2025-Q4	Increased	279,057	+4.7%	$25.5M	0.2%	$91.10	36
2025-Q3	Decreased	266,669	-1.8%	$24.5M	0.2%	$90.23	0
2025-Q2	Increased	271,517	+190.8%	$24.9M	0.2%	$89.27	55
2025-Q1	Decreased	93,363	-52.4%	$8.6M	0.1%	$88.36	0
2024-Q4	Increased	196,247	+167.2%	$17.9M	0.2%	$87.46	55
2024-Q3	Increased	73,434	+11.7%	$6.7M	0.1%	$86.46	30
2024-Q2	Decreased	65,741	-2.8%	$6M	0.1%	$85.32	0
2024-Q1	Increased	67,637	+12.1%	$6.2M	0.1%	$84.23	30
2023-Q4	Decreased	60,337	-1.3%	$5.5M	0.0%	$83.16	0
2023-Q3	Increased	61,124	+0.0%	$5.6M	0.0%	$82.07	27
2023-Q2	Decreased	61,118	-9.7%	$5.6M	0.0%	$79.63	0
2023-Q1	Decreased	67,713	-67.9%	$6.2M	0.0%	$78.68	0
2022-Q4	Increased	210,819	+571.3%	$19.3M	0.1%	$79.24	55
2022-Q3	Decreased	31,404	-20.1%	$2.9M	0.0%	$78.58	0
2022-Q2	Increased	39,289	+93.8%	$3.6M	0.0%	$78.23	42
2022-Q1	Decreased	20,272	-12.4%	$1.9M	0.0%	$78.16	0
2021-Q4	Decreased	23,152	-9.8%	$2.1M	0.0%	$78.14	0
2021-Q3	Decreased	25,672	-25.9%	$2.3M	0.0%	$78.17	0
2021-Q2	Decreased	34,663	-12.4%	$3.2M	0.0%	$78.18	0
2021-Q1	Increased	39,554	+15.3%	$3.6M	0.0%	$78.21	31
2020-Q4	Decreased	34,296	-90.8%	$3.1M	0.0%	$78.21	0
2020-Q3	Decreased	374,898	-59.1%	$34.3M	0.2%	$78.23	0
2020-Q2	Decreased	917,218	-59.8%	$84M	0.6%	$76.88	0
2020-Q1	Increased	2.3M	+1569.6%	$209.1M	1.7%	$76.91	78
2019-Q4	Decreased	136,672	-49.4%	$12.5M	0.1%	$76.57	0
2019-Q3	Decreased	269,867	-90.5%	$24.7M	0.2%	$76.28	0
2019-Q2	Increased	2.9M	+388.6%	$261.5M	1.7%	$77.22	78
2019-Q1	New	584,081	-	$53.5M	0.4%	$76.77	49

BIL29 quarters

BIL
29 quarters