Berkshire Money Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Berkshire Money 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	$23.2M	Sell	252,727 -940	-0.4%	-$86K	2.12%	15
2026 Q1	$23.2M	Buy	253,667 +2,373	+0.9%	+$217K	2.38%	13
2025 Q4	$23M	Buy	251,294 +6,816	+3%	+$624K	2.19%	14
2025 Q3	$22.4M	Buy	244,478 +10,425	+4%	+$955K	2.31%	14
2025 Q2	$21.5M	Sell	234,053 -33,266	-12%	-$3.05M	2.26%	14
2025 Q1	$24.5M	Buy	267,319 +11,799	+5%	+$1.08M	2.75%	12
2024 Q4	$23.4M	Buy	255,520 +13,722	+6%	+$1.26M	2.54%	12
2024 Q3	$22.2M	Buy	241,798 +8,167	+3%	+$748K	2.54%	13
2024 Q2	$21.4M	Buy	233,631 +292	+0.1%	+$26.8K	2.6%	12
2024 Q1	$21.4M	Buy	233,339 +45,296	+24%	+$4.15M	2.59%	11
2023 Q4	$17.2M	Sell	188,043 -3,413	-2%	-$313K	2.29%	11
2023 Q3	$17.6M	Sell	191,456 -15,759	-8%	-$1.44M	2.66%	11
2023 Q2	$19M	Buy	207,215 +61,578	+42%	+$5.64M	2.75%	13
2023 Q1	$13.4M	Buy	+145,637	New	+$13.3M	2.03%	15

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Berkshire Money Management's BIL Position: Q2 2026 in Review

Berkshire Money Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.37% in Q2 2026, selling an estimated $86K and leaving 252,727 shares worth $23.2M. The position accounts for 2.12% of the portfolio, ranked #15.

Berkshire Money Management first reported a position in BIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $24.5M in Q1 2025. 353 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Berkshire Money Management held 252,727 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $23.2M as of Q2 2026.
Berkshire Money Management sold 940 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $86K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.12% of Berkshire Money Management's portfolio in Q2 2026, its #15 holding.
Berkshire Money Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
Berkshire Money Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $24.5M in Q1 2025.
353 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.