Advisor OS’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Advisor OS’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	$17.1M	Buy	186,919 +43,750	+31%	+$4M	1.14%	17
2026 Q1	$13.1M	Buy	143,169 +140,685	+5,664%	+$12.9M	0.95%	21
2025 Q4	$227K	Buy	+2,484	New	+$227K	0.02%	439
2025 Q1	–	Sell	-2,861	Closed	-$262K	–	430
2024 Q4	$262K	Sell	2,861 -2,232	-44%	-$204K	0.03%	348
2024 Q3	$468K	Buy	5,093 +2,679	+111%	+$245K	0.05%	260
2024 Q2	$222K	Sell	2,414 -9,834	-80%	-$901K	0.02%	352
2024 Q1	$1.12M	Sell	12,248 -15,163	-55%	-$1.39M	0.13%	146
2023 Q4	$2.51M	Buy	27,411 +10,561	+63%	+$967K	0.33%	49
2023 Q3	$1.55M	Buy	16,850 +3,455	+26%	+$317K	0.23%	81
2023 Q2	$1.23M	Buy	+13,395	New	+$1.23M	0.2%	97

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

Advisor OS's BIL Position: Q2 2026 in Review

Advisor OS increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 31% in Q2 2026, buying an estimated $4M and bringing the position to 186,919 shares worth $17.1M. The position accounts for 1.14% of the portfolio, ranked #17.

Advisor OS first reported a position in BIL in Q2 2023 and has held it in 10 quarters since. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Advisor OS held 186,919 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $17.1M as of Q2 2026.
Advisor OS bought 43,750 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $4M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.14% of Advisor OS's portfolio in Q2 2026, its #17 holding.
Advisor OS first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 10 quarters since.
1,289 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.