Caitlin John’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Caitlin John’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	$12M	Sell	131,184 -118,927	-48%	-$10.9M	6.56%	1
2026 Q1	$22.9M	Buy	250,111 +177,689	+245%	+$16.3M	13.75%	1
2025 Q4	$6.62M	Buy	72,422 +2,330	+3%	+$213K	4.33%	1
2025 Q3	$6.43M	Buy	70,092 +9,449	+16%	+$866K	4.47%	1
2025 Q2	$5.56M	Sell	60,643 -3,869	-6%	-$354K	5.07%	1
2025 Q1	$5.92M	Buy	64,512 +33,692	+109%	+$3.09M	5.8%	3
2024 Q4	$2.82M	Buy	30,820 +1,083	+4%	+$99.2K	1.86%	5
2024 Q3	$2.72M	Sell	29,737 -58,082	-66%	-$5.32M	1.7%	7
2024 Q2	$8.06M	Sell	87,819 -22,146	-20%	-$2.03M	5.8%	1
2024 Q1	$10.1M	Sell	109,965 -56,016	-34%	-$5.13M	7.54%	1
2023 Q4	$15.2M	Buy	+165,981	New	+$15.2M	12.38%	1

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

Caitlin John's BIL Position: Q2 2026 in Review

Caitlin John reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 48% in Q2 2026, selling an estimated $10.9M and leaving 131,184 shares worth $12M. The position accounts for 6.56% of the portfolio, ranked #1.

Caitlin John first reported a position in BIL in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.9M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Caitlin John held 131,184 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $12M as of Q2 2026.
Caitlin John sold 118,927 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $10.9M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 6.56% of Caitlin John's portfolio in Q2 2026, its #1 holding.
Caitlin John first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 11 quarters since.
Caitlin John's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $22.9M 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 Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.