CBIZ Investment Advisory Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

CBIZ Investment Advisory Services’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	$54.9K	Hold	599	–	–	﹤0.01%	85
2026 Q1	$54.9K	Hold	599	–	–	﹤0.01%	85
2025 Q4	$54.8K	Buy	599 +2	+0.3%	+$183	﹤0.01%	126
2025 Q3	$54.8K	Buy	597 +6	+1%	+$550	﹤0.01%	119
2025 Q2	$54.2K	Buy	591 +6	+1%	+$549	﹤0.01%	127
2025 Q1	$53.7K	Buy	585 +4	+0.7%	+$366	﹤0.01%	110
2024 Q4	$53.1K	Buy	581 +9	+2%	+$824	﹤0.01%	106
2024 Q3	$52.5K	Buy	572 +7	+1%	+$641	﹤0.01%	104
2024 Q2	$51.8K	Buy	565 +8	+1%	+$733	﹤0.01%	103
2024 Q1	$51.2K	Buy	+557	New	+$51K	﹤0.01%	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

CBIZ Investment Advisory Services's BIL Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q2 2026 at 599 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #85.

CBIZ Investment Advisory Services first reported a position in BIL in Q1 2024 and has held it in 10 quarters since. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

CBIZ Investment Advisory Services held 599 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $54.9K as of Q2 2026.
CBIZ Investment Advisory Services left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #85 holding.
CBIZ Investment Advisory Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and has held it in 10 quarters since.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.