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

Cabot Wealth 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	$1.79M	Sell	19,581 -50,597	-72%	-$4.63M	0.18%	81
2026 Q1	$6.43M	Sell	70,178 -3,475	-5%	-$318K	0.74%	46
2025 Q4	$6.73M	Sell	73,653 -110,096	-60%	-$10.1M	0.74%	46
2025 Q3	$16.9M	Buy	183,749 +163,989	+830%	+$15M	1.87%	16
2025 Q2	$1.81M	Sell	19,760 -103,516	-84%	-$9.48M	0.22%	84
2025 Q1	$11.3M	Sell	123,276 -2,055	-2%	-$188K	1.44%	28
2024 Q4	$11.5M	Buy	125,331 +97,398	+349%	+$8.92M	1.46%	27
2024 Q3	$2.56M	Sell	27,933 -11,328	-29%	-$1.04M	0.32%	74
2024 Q2	$3.6M	Buy	39,261 +10,024	+34%	+$918K	0.47%	56
2024 Q1	$2.68M	Sell	29,237 -15,084	-34%	-$1.38M	0.35%	64
2023 Q4	$4.05M	Sell	44,321 -10,417	-19%	-$954K	0.56%	49
2023 Q3	$5.03M	Buy	54,738 +24,156	+79%	+$2.21M	0.77%	41
2023 Q2	$2.81M	Sell	30,582 -2,101	-6%	-$192K	0.42%	61
2023 Q1	$3M	Buy	+32,683	New	+$2.99M	0.47%	55
2020 Q1	–	Sell	-2,305	Closed	-$211K	–	119
2019 Q4	$211K	Buy	+2,305	New	+$211K	0.04%	125

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

Cabot Wealth Management's BIL Position: Q2 2026 in Review

Cabot Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 72% in Q2 2026, selling an estimated $4.63M and leaving 19,581 shares worth $1.79M. The position accounts for 0.18% of the portfolio, ranked #81.

Cabot Wealth Management first reported a position in BIL in Q4 2019 and has held it in 15 quarters since. The position peaked at $16.9M in Q3 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Cabot Wealth Management held 19,581 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.79M as of Q2 2026.
Cabot Wealth Management sold 50,597 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $4.63M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.18% of Cabot Wealth Management's portfolio in Q2 2026, its #81 holding.
Cabot Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and has held it in 15 quarters since.
Cabot Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $16.9M in Q3 2025.
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 Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.