Barnes Pettey Financial Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Barnes Pettey Financial 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	$674K	Sell	7,354 -1,636	-18%	-$150K	0.21%	89
2026 Q1	$824K	Sell	8,990 -980	-10%	-$89.7K	0.36%	67
2025 Q4	$911K	Sell	9,970 -11	-0.1%	-$1.01K	0.45%	52
2025 Q3	$916K	Sell	9,981 -79	-0.8%	-$7.24K	0.5%	45
2025 Q2	$923K	Sell	10,060 -857	-8%	-$78.5K	0.62%	38
2025 Q1	$1M	Buy	10,917 +2,350	+27%	+$215K	0.78%	32
2024 Q4	$783K	Buy	8,567 +32	+0.4%	+$2.93K	0.6%	36
2024 Q3	$784K	Buy	+8,535	New	+$782K	0.63%	36

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

Barnes Pettey Financial Advisors's BIL Position: Q2 2026 in Review

Barnes Pettey Financial Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 18% in Q2 2026, selling an estimated $150K and leaving 7,354 shares worth $674K. The position accounts for 0.21% of the portfolio, ranked #89.

Barnes Pettey Financial Advisors first reported a position in BIL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1M in Q1 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Barnes Pettey Financial Advisors held 7,354 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $674K as of Q2 2026.
Barnes Pettey Financial Advisors sold 1,636 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $150K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.21% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #89 holding.
Barnes Pettey Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2024 and has held it in 8 quarters since.
Barnes Pettey Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1M in Q1 2025.
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 Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.