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

CFS 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	$792K	Sell	8,661 -3,207	-27%	-$294K	0.05%	216
2026 Q1	$1.09M	Buy	11,868 +8,333	+236%	+$763K	0.07%	185
2025 Q4	$323K	Buy	+3,535	New	+$324K	0.02%	280
2021 Q3	–	Sell	-2,182	Closed	-$200K	–	200
2021 Q2	$200K	Buy	+2,182	New	+$200K	0.18%	27

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

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

CFS Investment Advisory Services reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 27% in Q2 2026, selling an estimated $294K and leaving 8,661 shares worth $792K. The position accounts for 0.05% of the portfolio, ranked #216.

CFS Investment Advisory Services first reported a position in BIL in Q2 2021 and has held it in 4 quarters since. The position peaked at $1.09M in Q1 2026. 1,300 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

CFS Investment Advisory Services held 8,661 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $792K as of Q2 2026.
CFS Investment Advisory Services sold 3,207 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $294K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.05% of CFS Investment Advisory Services's portfolio in Q2 2026, its #216 holding.
CFS Investment Advisory Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2021 and has held it in 4 quarters since.
CFS Investment Advisory Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.09M in Q1 2026.
1,300 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.