Benjamin Edwards Inc’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Benjamin Edwards Inc’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	$12.7M	Sell	138,932 -5,179	-4%	-$474K	0.12%	195
2026 Q1	$13.2M	Buy	144,111 +19,726	+16%	+$1.81M	0.13%	173
2025 Q4	$11.4M	Buy	124,385 +12,139	+11%	+$1.11M	0.13%	175
2025 Q3	$10.3M	Buy	112,246 +31,996	+40%	+$2.93M	0.12%	180
2025 Q2	$7.36M	Sell	80,250 -42,545	-35%	-$3.9M	0.09%	203
2025 Q1	$11.3M	Buy	122,795 +87,264	+246%	+$7.99M	0.16%	146
2024 Q4	$3.25M	Sell	35,531 -12,018	-25%	-$1.1M	0.05%	344
2024 Q3	$4.37M	Buy	47,549 +34,353	+260%	+$3.15M	0.06%	285
2024 Q2	$1.21M	Buy	13,196 +4,121	+45%	+$378K	0.23%	119
2024 Q1	$833K	Sell	9,075 -1,350	-13%	-$124K	0.17%	146
2023 Q4	$953K	Sell	10,425 -5,028	-33%	-$460K	0.21%	135
2023 Q3	$1.42M	Sell	15,453 -268	-2%	-$24.6K	0.34%	90
2023 Q2	$1.44M	Sell	15,721 -4,573	-23%	-$419K	0.34%	88
2023 Q1	$1.86M	Buy	20,294 +2,915	+17%	+$267K	0.45%	66
2022 Q4	$1.59M	Buy	+17,379	New	+$1.59M	0.42%	72

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

Benjamin Edwards Inc's BIL Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 3.6% in Q2 2026, selling an estimated $474K and leaving 138,932 shares worth $12.7M. The position accounts for 0.12% of the portfolio, ranked #195.

Benjamin Edwards Inc first reported a position in BIL in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.2M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Benjamin Edwards Inc held 138,932 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $12.7M as of Q2 2026.
Benjamin Edwards Inc sold 5,179 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $474K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.12% of Benjamin Edwards Inc's portfolio in Q2 2026, its #195 holding.
Benjamin Edwards Inc first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 15 quarters since.
Benjamin Edwards Inc's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $13.2M in Q1 2026.
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 Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.