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

Barry 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 		$42.9M Buy
468,582
+142,880
+44% +$13.1M 8.98% 2
2026
Q1 		$29.8M Sell
325,702
-5,000
-2% -$458K 6.58% 5
2025
Q4 		$30.2M Buy
330,702
+120,995
+58% +$11.1M 6.73% 5
2025
Q3 		$19.2M Buy
+209,707
New +$19.2M 4.43% 6

Other funds holding BIL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

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

Barry Investment Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 44% in Q2 2026, buying an estimated $13.1M and bringing the position to 468,582 shares worth $42.9M. The position accounts for 8.98% of the portfolio, ranked #2.

Barry Investment Advisors first reported a position in BIL in Q3 2025 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Barry Investment Advisors held 468,582 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $42.9M as of Q2 2026.
  • Barry Investment Advisors bought 142,880 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $13.1M.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 8.98% of Barry Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • Barry Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2025 and has held it in 4 quarters since.
  • 228 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.