Baker Tilly Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Baker Tilly Wealth 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	$1.24M	Sell	13,537 -1,919	-12%	-$176K	0.26%	66
2026 Q1	$1.42M	Buy	15,456 +3,187	+26%	+$292K	0.34%	53
2025 Q4	$1.12M	Buy	12,269 +750	+7%	+$68.7K	0.28%	66
2025 Q3	$1.06M	Sell	11,519 -673	-6%	-$61.7K	0.24%	77
2025 Q2	$1.12M	Buy	+12,192	New	+$1.12M	0.4%	51
2024 Q3	–	Sell	-2,315	Closed	-$212K	–	237
2024 Q2	$212K	Buy	+2,315	New	+$212K	0.09%	260
2024 Q1	–	Sell	-34,738	Closed	-$3.17M	–	417
2023 Q4	$3.17M	Buy	34,738 +24,885	+253%	+$2.28M	0.52%	34
2023 Q3	$905K	Sell	9,853 -3,281	-25%	-$301K	0.15%	144
2023 Q2	$1.21M	Buy	13,134 +3,763	+40%	+$345K	0.13%	177
2023 Q1	$860K	Sell	9,371 -27,313	-74%	-$2.5M	0.1%	223
2022 Q4	$3.36M	Buy	36,684 +6,413	+21%	+$587K	0.41%	61
2022 Q3	$2.77M	Buy	+30,271	New	+$2.77M	0.38%	60
2022 Q1	–	Sell	-3,340	Closed	-$305K	–	524
2021 Q4	$305K	Buy	3,340 +577	+21%	+$52.8K	0.03%	430
2021 Q3	$253K	Buy	+2,763	New	+$253K	0.03%	438
2021 Q1	–	Sell	-11,271	Closed	-$1.03M	–	463
2020 Q4	$1.03M	Buy	+11,271	New	+$1.03M	0.32%	76

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

Baker Tilly Wealth Management's BIL Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 12% in Q2 2026, selling an estimated $176K and leaving 13,537 shares worth $1.24M. The position accounts for 0.26% of the portfolio, ranked #66.

Baker Tilly Wealth Management first reported a position in BIL in Q4 2020 and has held it in 15 quarters since. The position peaked at $3.36M in Q4 2022. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Baker Tilly Wealth Management held 13,537 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.24M as of Q2 2026.
Baker Tilly Wealth Management sold 1,919 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $176K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.26% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #66 holding.
Baker Tilly Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and has held it in 15 quarters since.
Baker Tilly Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.36M in Q4 2022.
1,290 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.