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

Blue Trust 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 Q3	$1.06M	Buy	11,578 +1,372	+13%	+$126K	0.01%	285
2026 Q2	$935K	Sell	10,206 -4,820	-32%	-$441K	0.01%	312
2026 Q1	$1.38M	Buy	15,026 +9,572	+176%	+$876K	0.02%	239
2025 Q4	$498K	Buy	5,454 +600	+12%	+$54.9K	0.01%	482
2025 Q3	$445K	Buy	4,854 +2,221	+84%	+$203K	0.01%	531
2025 Q2	$241K	Buy	2,633 +2,020	+330%	+$185K	﹤0.01%	704
2025 Q1	$56.2K	Sell	613 -1,355	-69%	-$124K	﹤0.01%	1288
2024 Q4	$180K	Sell	1,968 -1,194	-38%	-$109K	﹤0.01%	688
2024 Q3	$290K	Sell	3,162 -247	-7%	-$22.6K	﹤0.01%	691
2024 Q2	$313K	Buy	3,409 +446	+15%	+$40.9K	﹤0.01%	543
2024 Q1	$272K	Sell	2,963 -1,262	-30%	-$116K	﹤0.01%	417
2023 Q4	$388K	Buy	4,225 +128	+3%	+$11.7K	0.01%	289
2023 Q3	$376K	Buy	+4,097	New	+$375K	0.01%	303
2023 Q1	–	Sell	-21	Closed	-$2K	–	2310
2022 Q4	$2K	Sell	21 -17	-45%	-$1.56K	﹤0.01%	1897
2022 Q3	$3K	Buy	38 +15	+65%	+$1.37K	﹤0.01%	1667
2022 Q2	$2K	Buy	+23	New	+$2.1K	﹤0.01%	1632

Other funds holding BIL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Blue Trust Inc's BIL Position: Q3 2026 in Review

Blue Trust Inc increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 13% in Q3 2026, buying an estimated $126K and bringing the position to 11,578 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #285.

Blue Trust Inc first reported a position in BIL in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.38M in Q1 2026. 414 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Blue Trust Inc held 11,578 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.06M as of Q3 2026.
Blue Trust Inc bought 1,372 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $126K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Blue Trust Inc's portfolio in Q3 2026, its #285 holding.
Blue Trust Inc first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2022 and has held it in 16 quarters since.
Blue Trust Inc's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.38M in Q1 2026.
414 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.