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

Cerity 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	$34.6M	Sell	377,051 -191,846	-34%	-$17.6M	0.04%	332
2026 Q1	$52.1M	Buy	568,897 +460,310	+424%	+$42.1M	0.07%	232
2025 Q4	$9.92M	Buy	108,587 +73,227	+207%	+$6.7M	0.01%	638
2025 Q3	$3.24M	Sell	35,360 -51,127	-59%	-$4.68M	0.01%	1071
2025 Q2	$7.93M	Buy	86,487 +11,600	+15%	+$1.06M	0.01%	620
2025 Q1	$6.87M	Sell	74,887 -14,475	-16%	-$1.33M	0.01%	620
2024 Q4	$8.17M	Buy	89,362 +26,467	+42%	+$2.42M	0.02%	554
2024 Q3	$5.77M	Sell	62,895 -26,783	-30%	-$2.45M	0.01%	648
2024 Q2	$8.23M	Sell	89,678 -2,268	-2%	-$208K	0.02%	477
2024 Q1	$8.44M	Sell	91,946 -22,527	-20%	-$2.06M	0.02%	502
2023 Q4	$10.5M	Sell	114,473 -24,486	-18%	-$2.24M	0.03%	364
2023 Q3	$12.8M	Buy	138,959 +62,090	+81%	+$5.69M	0.06%	257
2023 Q2	$7.06M	Buy	+76,869	New	+$7.04M	0.03%	424

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

Cerity Partners's BIL Position: Q2 2026 in Review

Cerity Partners reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 34% in Q2 2026, selling an estimated $17.6M and leaving 377,051 shares worth $34.6M. The position accounts for 0.04% of the portfolio, ranked #332.

Cerity Partners first reported a position in BIL in Q2 2023 and has held it in 13 quarters since. The position peaked at $52.1M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Cerity Partners held 377,051 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $34.6M as of Q2 2026.
Cerity Partners sold 191,846 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $17.6M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.04% of Cerity Partners's portfolio in Q2 2026, its #332 holding.
Cerity Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 13 quarters since.
Cerity Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $52.1M 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 Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.