Alpha Cubed Investments’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Alpha Cubed Investments’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
2025 Q2	–	Sell	-5,121	Closed	-$470K	–	302
2025 Q1	$470K	Buy	+5,121	New	+$469K	0.02%	178
2018 Q4	–	Sell	-2,719	Closed	-$249K	–	232
2018 Q3	$249K	Buy	+2,719	New	+$249K	0.03%	267

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Alpha Cubed Investments's BIL Position: Q2 2025 in Review

Alpha Cubed Investments sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2025, closing a stake of 5,121 shares — an estimated $470K sold.

Alpha Cubed Investments first reported a position in BIL in Q3 2018 and held it in 2 quarters. The position peaked at $470K in Q1 2025. 1,175 funds tracked by Wall St. Rank hold BIL as of Q2 2025.

Alpha Cubed Investments reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2025 after selling out during the quarter.
Alpha Cubed Investments sold 5,121 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2025, an estimated $470K.
Alpha Cubed Investments first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2018 and held it in 2 quarters.
Alpha Cubed Investments's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $470K in Q1 2025.
1,175 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2025.

Based on Alpha Cubed Investments's 13F filing for Q2 2025, filed 7 Aug 2025.