Advyzon Investment Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Advyzon Investment Management’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	$7.53M	Buy	82,196 +62,804	+324%	+$5.75M	0.55%	41
2026 Q1	$1.78M	Sell	19,392 -1,083	-5%	-$99.1K	0.16%	131
2025 Q4	$1.87M	Buy	20,475 +2,823	+16%	+$258K	0.22%	110
2025 Q3	$1.62M	Buy	17,652 +8,863	+101%	+$812K	0.28%	80
2025 Q2	$806K	Buy	8,789 +3,653	+71%	+$335K	0.18%	115
2025 Q1	$471K	Buy	5,136 +298	+6%	+$27.3K	0.17%	118
2024 Q4	$442K	Buy	+4,838	New	+$443K	0.17%	113

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

Advyzon Investment Management's BIL Position: Q2 2026 in Review

Advyzon Investment Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 324% in Q2 2026, buying an estimated $5.75M and bringing the position to 82,196 shares worth $7.53M. The position accounts for 0.55% of the portfolio, ranked #41.

Advyzon Investment Management first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Advyzon Investment Management held 82,196 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $7.53M as of Q2 2026.
Advyzon Investment Management bought 62,804 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $5.75M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.55% of Advyzon Investment Management's portfolio in Q2 2026, its #41 holding.
Advyzon Investment Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.