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

Castleview Partners’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	$1.46M	Buy	15,963 +3,312	+26%	+$303K	0.64%	32
2026 Q1	$1.16M	Sell	12,651 -840	-6%	-$76.9K	0.59%	36
2025 Q4	$1.23M	Sell	13,491 -4,786	-26%	-$438K	0.61%	36
2025 Q3	$1.68M	Buy	18,277 +887	+5%	+$81.3K	0.91%	27
2025 Q2	$1.6M	Buy	17,390 +5,878	+51%	+$538K	1.03%	22
2025 Q1	$1.06M	Buy	11,512 +2,072	+22%	+$190K	0.71%	33
2024 Q4	$863K	Buy	9,440 +1,798	+24%	+$165K	0.46%	48
2024 Q3	$702K	Sell	7,642 -5,079	-40%	-$465K	0.4%	57
2024 Q2	$1.17M	Sell	12,721 -971	-7%	-$89K	0.66%	32
2024 Q1	$1.26M	Buy	13,692 +2,160	+19%	+$198K	0.7%	25
2023 Q4	$1.05M	Sell	11,532 -2,655	-19%	-$243K	0.74%	23
2023 Q3	$1.3M	Sell	14,187 -1,584	-10%	-$145K	1.2%	10
2023 Q2	$1.45M	Buy	15,771 +1,158	+8%	+$106K	1.3%	10
2023 Q1	$1.34M	Buy	14,613 +11,318	+343%	+$1.04M	1.19%	12
2022 Q4	$301K	Sell	3,295 -4,430	-57%	-$405K	0.29%	82
2022 Q3	$708K	Buy	7,725 +7,666	+12,993%	+$701K	0.68%	29
2022 Q2	$9.44K	Sell	59 -1,078	-95%	-$98.6K	0.01%	462
2022 Q1	$103K	Buy	+1,137	New	+$104K	0.06%	227
2021 Q2	$475K	Buy	+5,192	New	+$475K	0.21%	103

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

Castleview Partners's BIL Position: Q2 2026 in Review

Castleview Partners increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 26% in Q2 2026, buying an estimated $303K and bringing the position to 15,963 shares worth $1.46M. The position accounts for 0.64% of the portfolio, ranked #32.

Castleview Partners first reported a position in BIL in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.68M in Q3 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Castleview Partners held 15,963 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.46M as of Q2 2026.
Castleview Partners bought 3,312 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $303K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.64% of Castleview Partners's portfolio in Q2 2026, its #32 holding.
Castleview Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2021 and has held it in 19 quarters since.
Castleview Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.68M 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 Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.