Aveo Capital Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Aveo Capital Partners’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	-11,479	Closed	-$1.05M	–	22
2025 Q1	$1.05M	Sell	11,479 -6,540	-36%	-$599K	0.17%	76
2024 Q4	$1.65M	Buy	18,019 +295	+2%	+$27K	0.18%	100
2024 Q3	$1.63M	Buy	17,724 +7,168	+68%	+$657K	0.17%	99
2024 Q2	$969K	Sell	10,556 -6,577	-38%	-$603K	0.11%	132
2024 Q1	$1.57M	Buy	17,133 +1,160	+7%	+$106K	0.17%	107
2023 Q4	$1.46M	Sell	15,973 -10,657	-40%	-$976K	0.18%	103
2023 Q3	$2.45M	Buy	26,630 +8,167	+44%	+$748K	0.32%	83
2023 Q2	$1.7M	Sell	18,463 -7,045	-28%	-$645K	0.22%	96
2023 Q1	$2.34M	Sell	25,508 -50,333	-66%	-$4.61M	0.31%	76
2022 Q4	$6.94M	Sell	75,841 -6,349	-8%	-$581K	1.04%	18
2022 Q3	$7.53M	Buy	82,190 +48,284	+142%	+$4.42M	1.3%	15
2022 Q2	$3.1M	Buy	33,906 +5,555	+20%	+$508K	0.51%	58
2022 Q1	$2.59M	Buy	28,351 +10,961	+63%	+$1M	0.46%	63
2021 Q4	$1.59M	Buy	17,390 +1,531	+10%	+$140K	0.29%	78
2021 Q3	$1.45M	Sell	15,859 -717	-4%	-$65.6K	0.3%	77
2021 Q2	$1.52M	Sell	16,576 -25,122	-60%	-$2.3M	0.33%	70
2021 Q1	$3.81M	Sell	41,698 -1,280	-3%	-$117K	0.96%	26
2020 Q4	$3.93M	Sell	42,978 -16,216	-27%	-$1.48M	6.08%	3
2020 Q3	$5.42M	Buy	59,194 +7,281	+14%	+$666K	1.95%	10
2020 Q2	$4.75M	Sell	51,913 -2,117	-4%	-$194K	9.56%	2
2020 Q1	$4.95M	Buy	54,030 +28,060	+108%	+$2.57M	2.41%	7
2019 Q4	$2.37M	Buy	25,970 +9,927	+62%	+$908K	0.94%	27
2019 Q3	$1.47M	Buy	16,043 +7,530	+88%	+$689K	0.61%	54
2019 Q2	$780K	Buy	+8,513	New	+$779K	0.34%	73
2019 Q1	–	Sell	-4,292	Closed	-$393K	–	169
2018 Q4	$393K	Buy	+4,292	New	+$393K	0.2%	75

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

Aveo Capital Partners's BIL Position: Q2 2025 in Review

Aveo Capital Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2025, closing a stake of 11,479 shares — an estimated $1.05M sold.

Aveo Capital Partners first reported a position in BIL in Q4 2018 and held it in 25 quarters. The position peaked at $7.53M in Q3 2022. 1,176 funds tracked by Wall St. Rank hold BIL as of Q2 2025.

Aveo Capital Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 11,479 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2025, an estimated $1.05M.
Aveo Capital Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and held it in 25 quarters.
Aveo Capital Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $7.53M in Q3 2022.
1,176 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.