AA Financial Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

AA Financial Advisors’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 Q2	–	Sell	-185,228	Closed	-$17M	–	231
2026 Q1	$17M	Buy	+185,228	New	+$17M	2.39%	12
2025 Q2	–	Sell	-109,967	Closed	-$10.1M	–	188
2025 Q1	$10.1M	Buy	+109,967	New	+$10.1M	2.46%	8
2024 Q3	–	Sell	-55,436	Closed	-$5.09M	–	172
2024 Q2	$5.09M	Buy	55,436 +1,168	+2%	+$107K	1.79%	16
2024 Q1	$4.98M	Sell	54,268 -3,155	-5%	-$289K	2.01%	14
2023 Q4	$5.25M	Buy	+57,423	New	+$5.26M	3.49%	14

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

AA Financial Advisors's BIL Position: Q2 2026 in Review

AA Financial Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 185,228 shares — an estimated $17M sold.

AA Financial Advisors first reported a position in BIL in Q4 2023 and held it in 5 quarters. The position peaked at $17M in Q1 2026. 1,288 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

AA Financial Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
AA Financial Advisors sold 185,228 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $17M.
AA Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and held it in 5 quarters.
AA Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $17M in Q1 2026.
1,288 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.