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

Acorn Financial Advisory 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	$10.4M	Buy	113,740 +13,866	+14%	+$1.27M	1.38%	20
2026 Q1	$9.15M	Sell	99,874 -193,565	-66%	-$17.7M	1.25%	22
2025 Q4	$26.8M	Buy	293,439 +110,206	+60%	+$10.1M	3.96%	11
2025 Q3	$16.8M	Buy	183,233 +39,819	+28%	+$3.65M	2.58%	13
2025 Q2	$13.2M	Buy	143,414 +64,175	+81%	+$5.88M	2.16%	14
2025 Q1	$7.27M	Buy	79,239 +72,872	+1,145%	+$6.67M	1.31%	15
2024 Q4	$582K	Sell	6,367 -402	-6%	-$36.8K	0.1%	102
2024 Q3	$621K	Sell	6,769 -267	-4%	-$24.5K	0.11%	86
2024 Q2	$646K	Buy	7,036 +3,088	+78%	+$283K	0.12%	88
2024 Q1	$362K	Buy	3,948 +349	+10%	+$32K	0.07%	134
2023 Q4	$329K	Buy	3,599 +42	+1%	+$3.85K	0.06%	189
2023 Q3	$327K	Sell	3,557 -859	-19%	-$78.7K	0.06%	183
2023 Q2	$405K	Sell	4,416 -1,152	-21%	-$106K	0.07%	160
2023 Q1	$511K	Sell	5,568 -8,072	-59%	-$739K	0.1%	118
2022 Q4	$1.25M	Buy	13,640 +605	+5%	+$55.4K	0.26%	52
2022 Q3	$1.19M	Sell	13,035 -10,823	-45%	-$990K	0.28%	54
2022 Q2	$2.18M	Buy	23,858 +19,873	+499%	+$1.82M	0.52%	21
2022 Q1	$364K	Buy	3,985 +142	+4%	+$13K	0.07%	166
2021 Q4	$351K	Buy	3,843 +1,299	+51%	+$119K	0.07%	167
2021 Q3	$233K	Sell	2,544 -1,288	-34%	-$118K	0.07%	199
2021 Q2	$351K	Sell	3,832 -1,137	-23%	-$104K	0.1%	174
2021 Q1	$455K	Buy	4,969 +1,344	+37%	+$123K	0.17%	133
2020 Q4	$332K	Sell	3,625 -156	-4%	-$14.3K	0.13%	171
2020 Q3	$346K	Sell	3,781 -7,146	-65%	-$654K	0.18%	140
2020 Q2	$1M	Sell	10,927 -448	-4%	-$41K	0.7%	41
2020 Q1	$1.04M	Buy	+11,375	New	+$1.04M	1.03%	19

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

Acorn Financial Advisory Services's BIL Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 14% in Q2 2026, buying an estimated $1.27M and bringing the position to 113,740 shares worth $10.4M. The position accounts for 1.38% of the portfolio, ranked #20.

Acorn Financial Advisory Services first reported a position in BIL in Q1 2020 and has held it in 26 quarters since. The position peaked at $26.8M in Q4 2025. 1,297 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Acorn Financial Advisory Services held 113,740 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $10.4M as of Q2 2026.
Acorn Financial Advisory Services bought 13,866 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.27M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.38% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #20 holding.
Acorn Financial Advisory Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2020 and has held it in 26 quarters since.
Acorn Financial Advisory Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $26.8M in Q4 2025.
1,297 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.