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

AssuredPartners Investment Advisors’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	$7.73M	Sell	84,323 -287,865	-77%	-$26.3M	0.75%	30
2026 Q1	$34M	Buy	372,188 +317,949	+586%	+$29.1M	3.7%	1
2025 Q4	$4.96M	Buy	+54,239	New	+$4.97M	0.74%	31
2025 Q3	–	Sell	-176,687	Closed	-$16.2M	–	269
2025 Q2	$16.2M	Buy	176,687 +174,470	+7,870%	+$16M	3.96%	5
2025 Q1	$203K	Buy	+2,217	New	+$203K	0.04%	312

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

AssuredPartners Investment Advisors's BIL Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 77% in Q2 2026, selling an estimated $26.3M and leaving 84,323 shares worth $7.73M. The position accounts for 0.75% of the portfolio, ranked #30.

AssuredPartners Investment Advisors first reported a position in BIL in Q1 2025 and has held it in 5 quarters since. The position peaked at $34M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

AssuredPartners Investment Advisors held 84,323 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $7.73M as of Q2 2026.
AssuredPartners Investment Advisors sold 287,865 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $26.3M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.75% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #30 holding.
AssuredPartners Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2025 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $34M in Q1 2026.
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 AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.