Brown Financial Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Brown Financial Advisors’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	$1.11M	Sell	12,100 -3,006	-20%	-$275K	0.39%	75
2026 Q1	$1.38M	Buy	15,106 +471	+3%	+$43.1K	0.52%	59
2025 Q4	$1.34M	Buy	14,635 +1,183	+9%	+$108K	0.49%	69
2025 Q3	$1.23M	Buy	13,452 +201	+2%	+$18.4K	0.46%	74
2025 Q2	$1.22M	Buy	13,251 +4,251	+47%	+$389K	0.47%	79
2025 Q1	$826K	Buy	9,000 +1,873	+26%	+$172K	0.34%	91
2024 Q4	$652K	Buy	7,127 +1,367	+24%	+$125K	0.26%	90
2024 Q3	$529K	Sell	5,760 -7,462	-56%	-$684K	0.22%	92
2024 Q2	$1.21M	Buy	+13,222	New	+$1.21M	0.54%	64

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

Brown Financial Advisors's BIL Position: Q2 2026 in Review

Brown Financial Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 20% in Q2 2026, selling an estimated $275K and leaving 12,100 shares worth $1.11M. The position accounts for 0.39% of the portfolio, ranked #75.

Brown Financial Advisors first reported a position in BIL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.38M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Brown Financial Advisors held 12,100 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.11M as of Q2 2026.
Brown Financial Advisors sold 3,006 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $275K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.39% of Brown Financial Advisors's portfolio in Q2 2026, its #75 holding.
Brown Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and has held it in 9 quarters since.
Brown Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.38M 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 Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.