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

Access Financial Services’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	$289K	Buy	3,153 +37	+1%	+$3.39K	0.09%	95
2026 Q1	$286K	Buy	+3,116	New	+$285K	0.1%	88
2025 Q4	–	Sell	-3,643	Closed	-$334K	–	101
2025 Q3	$334K	Sell	3,643 -1,011	-22%	-$92.6K	0.12%	88
2025 Q2	$427K	Buy	+4,654	New	+$426K	0.16%	77

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

Access Financial Services's BIL Position: Q2 2026 in Review

Access Financial Services increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.2% in Q2 2026, buying an estimated $3.39K and bringing the position to 3,153 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #95.

Access Financial Services first reported a position in BIL in Q2 2025 and has held it in 4 quarters since. The position peaked at $427K in Q2 2025. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Access Financial Services held 3,153 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $289K as of Q2 2026.
Access Financial Services bought 37 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $3.39K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.09% of Access Financial Services's portfolio in Q2 2026, its #95 holding.
Access Financial Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2025 and has held it in 4 quarters since.
Access Financial Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $427K in Q2 2025.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.