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

Carrera Capital 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	$29.9M	Sell	326,284 -11,800	-3%	-$1.08M	4.43%	2
2026 Q1	$31M	Buy	338,084 +23,381	+7%	+$2.14M	4.77%	2
2025 Q4	$28.8M	Sell	314,703 -17,993	-5%	-$1.65M	4.84%	3
2025 Q3	$30.5M	Buy	332,696 +11,167	+3%	+$1.02M	5.48%	3
2025 Q2	$29.5M	Sell	321,529 -8,006	-2%	-$733K	5.94%	2
2025 Q1	$30.2M	Sell	329,535 -67,783	-17%	-$6.21M	6.7%	2
2024 Q4	$36.3M	Buy	397,318 +34,767	+10%	+$3.18M	8.5%	2
2024 Q3	$33.3M	Sell	362,551 -605,712	-63%	-$55.5M	8.14%	3
2024 Q2	$88.9M	Buy	+968,263	New	+$88.7M	29.04%	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

Carrera Capital Advisors's BIL Position: Q2 2026 in Review

Carrera Capital Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 3.5% in Q2 2026, selling an estimated $1.08M and leaving 326,284 shares worth $29.9M. The position accounts for 4.43% of the portfolio, ranked #2.

Carrera Capital Advisors first reported a position in BIL in Q2 2024 and has held it in 9 quarters since. The position peaked at $88.9M in Q2 2024. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Carrera Capital Advisors held 326,284 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $29.9M as of Q2 2026.
Carrera Capital Advisors sold 11,800 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.08M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 4.43% of Carrera Capital Advisors's portfolio in Q2 2026, its #2 holding.
Carrera Capital 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.
Carrera Capital Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $88.9M in Q2 2024.
1,290 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.