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

Brookwood Investment Group’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	$236K	Sell	2,575 -36,931	-93%	-$3.38M	0.03%	458
2026 Q1	$3.62M	Buy	39,506 +19,003	+93%	+$1.74M	0.45%	49
2025 Q4	$1.87M	Buy	20,503 +2,042	+11%	+$187K	0.22%	81
2025 Q3	$1.69M	Sell	18,461 -8,433	-31%	-$773K	0.22%	82
2025 Q2	$2.47M	Buy	26,894 +2,435	+10%	+$223K	0.4%	41
2025 Q1	$2.24M	Buy	+24,459	New	+$2.24M	0.39%	38

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

Brookwood Investment Group's BIL Position: Q2 2026 in Review

Brookwood Investment Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 93% in Q2 2026, selling an estimated $3.38M and leaving 2,575 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #458.

Brookwood Investment Group first reported a position in BIL in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.62M in Q1 2026. 1,300 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Brookwood Investment Group held 2,575 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $236K as of Q2 2026.
Brookwood Investment Group sold 36,931 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $3.38M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #458 holding.
Brookwood Investment Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.62M in Q1 2026.
1,300 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.