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Aegis Wealth Management (Iowa)’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Aegis Wealth Management (Iowa)’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
-127,833
Closed -$11.7M – 122
2026
Q1 		$11.7M Buy
+127,833
New +$11.7M 9.21% 3

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Stifel Financial
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

Aegis Wealth Management (Iowa)'s BIL Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 127,833 shares — an estimated $11.7M sold.

Aegis Wealth Management (Iowa) first reported a position in BIL in Q1 2026 and held it in 1 quarter. The position peaked at $11.7M in Q1 2026. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Aegis Wealth Management (Iowa) reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
  • Aegis Wealth Management (Iowa) sold 127,833 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $11.7M.
  • Aegis Wealth Management (Iowa) first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2026 and held it in 1 quarter.
  • Aegis Wealth Management (Iowa)'s State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $11.7M in Q1 2026.
  • 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 Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.