Bartlett & Co Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bartlett & Co 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	$6.23K	Hold	68	–	–	﹤0.01%	1062
2026 Q1	$6.24K	Hold	68	–	–	﹤0.01%	985
2025 Q4	$6.21K	Buy	+68	New	+$6.22K	﹤0.01%	984
2025 Q2	–	Sell	-21	Closed	-$1.93K	–	1253
2025 Q1	$1.93K	Hold	21	–	–	﹤0.01%	1068
2024 Q4	$1.92K	Hold	21	–	–	﹤0.01%	1038
2024 Q3	$1.93K	Hold	21	–	–	﹤0.01%	1045
2024 Q2	$1.93K	Hold	21	–	–	﹤0.01%	1056
2024 Q1	$1.93K	Hold	21	–	–	﹤0.01%	1040
2023 Q4	$1.92K	Hold	21	–	–	﹤0.01%	1160
2023 Q3	$1.93K	Hold	21	–	–	﹤0.01%	1074
2023 Q2	$1.93K	Sell	21 -19	-48%	-$1.74K	﹤0.01%	1067
2023 Q1	$3.67K	Sell	40 -1,107	-97%	-$101K	﹤0.01%	937
2022 Q4	$105K	Buy	1,147 +1,107	+2,768%	+$101K	﹤0.01%	464
2022 Q3	$3.66K	Hold	40	–	–	﹤0.01%	972
2022 Q2	$3.66K	Hold	40	–	–	﹤0.01%	1089
2022 Q1	$3.66K	Buy	+40	New	+$3.66K	﹤0.01%	948
2021 Q4	–	Sell	-21	Closed	-$1.92K	–	456
2021 Q3	$1.92K	Sell	21 -217	-91%	-$19.8K	﹤0.01%	873
2021 Q2	$21.8K	Sell	238 -164	-41%	-$15K	﹤0.01%	617
2021 Q1	$36.8K	Hold	402	–	–	﹤0.01%	590
2020 Q4	$36.8K	Hold	402	–	–	﹤0.01%	579
2020 Q3	$36.8K	Buy	402 +244	+154%	+$22.3K	﹤0.01%	532
2020 Q2	$14.5K	Buy	+158	New	+$14.5K	﹤0.01%	647
2019 Q3	–	Sell	-68	Closed	-$6.23K	–	882
2019 Q2	$6.23K	Buy	+68	New	+$6.22K	﹤0.01%	618
2018 Q2	–	Sell	-292	Closed	-$26.7K	–	714
2018 Q1	$26.7K	Buy	+292	New	+$26.7K	﹤0.01%	498

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

Bartlett & Co Wealth Management's BIL Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q2 2026 at 68 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Bartlett & Co Wealth Management first reported a position in BIL in Q1 2018 and has held it in 24 quarters since. The position peaked at $105K in Q4 2022. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Bartlett & Co Wealth Management held 68 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.23K as of Q2 2026.
Bartlett & Co Wealth Management left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1062 holding.
Bartlett & Co Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2018 and has held it in 24 quarters since.
Bartlett & Co Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $105K in Q4 2022.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.