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

Certuity’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	$9.13M	Buy	99,596 +25,881	+35%	+$2.37M	0.45%	39
2026 Q1	$6.76M	Buy	73,715 +16,251	+28%	+$1.49M	0.44%	43
2025 Q4	$5.25M	Buy	57,464 +14,923	+35%	+$1.37M	0.33%	49
2025 Q3	$3.9M	Buy	42,541 +7,486	+21%	+$686K	0.27%	58
2025 Q2	$3.22M	Sell	35,055 -1,961	-5%	-$180K	0.3%	59
2025 Q1	$3.4M	Buy	37,016 +15,026	+68%	+$1.38M	0.36%	53
2024 Q4	$2.01M	Sell	21,990 -16,373	-43%	-$1.5M	0.22%	76
2024 Q3	$3.52M	Sell	38,363 -63,406	-62%	-$5.81M	0.38%	51
2024 Q2	$9.34M	Sell	101,769 -9,677	-9%	-$887K	0.74%	30
2024 Q1	$10.2M	Buy	111,446 +72,188	+184%	+$6.61M	0.9%	31
2023 Q4	$3.59M	Sell	39,258 -18,458	-32%	-$1.69M	0.36%	46
2023 Q3	$5.3M	Sell	57,716 -4,373	-7%	-$401K	0.62%	34
2023 Q2	$5.7M	Buy	62,089 +41,462	+201%	+$3.8M	0.65%	31
2023 Q1	$1.89M	Sell	20,627 -32,986	-62%	-$3.02M	0.28%	50
2022 Q4	$4.9M	Buy	53,613 +36,919	+221%	+$3.38M	0.78%	24
2022 Q3	$1.53M	Sell	16,694 -67	-0.4%	-$6.13K	0.36%	40
2022 Q2	$1.53M	Buy	16,761 +2	+0%	+$183	0.4%	38
2022 Q1	$1.53M	Hold	16,759	–	–	0.33%	51
2021 Q4	$1.53M	Hold	16,759	–	–	0.33%	51
2021 Q3	$1.53M	Sell	16,759 -2,720	-14%	-$249K	0.31%	59
2021 Q2	$1.78M	Hold	19,479	–	–	0.41%	44
2021 Q1	$1.78M	Hold	19,479	–	–	0.48%	41
2020 Q4	$1.78M	Hold	19,479	–	–	0.57%	34
2020 Q3	$1.78M	Hold	19,479	–	–	0.7%	32
2020 Q2	$1.78M	Sell	19,479 -20,652	-51%	-$1.89M	0.83%	26
2020 Q1	$3.68M	Buy	40,131 +13,903	+53%	+$1.27M	2.04%	9
2019 Q4	$2.4M	Buy	+26,228	New	+$2.4M	1.15%	13

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

Certuity's BIL Position: Q2 2026 in Review

Certuity increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 35% in Q2 2026, buying an estimated $2.37M and bringing the position to 99,596 shares worth $9.13M. The position accounts for 0.45% of the portfolio, ranked #39.

Certuity first reported a position in BIL in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.2M in Q1 2024. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Certuity held 99,596 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $9.13M as of Q2 2026.
Certuity bought 25,881 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.37M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.45% of Certuity's portfolio in Q2 2026, its #39 holding.
Certuity first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and has held it in 27 quarters since.
Certuity's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $10.2M in Q1 2024.
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 Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.