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

Chicago Partners Investment Group’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	$729K	Sell	7,961 -66	-0.8%	-$6.04K	0.01%	797
2026 Q1	$735K	Sell	8,027 -796	-9%	-$72.8K	0.02%	673
2025 Q4	$808K	Sell	8,823 -646	-7%	-$59.1K	0.02%	533
2025 Q3	$868K	Buy	9,469 +4,161	+78%	+$381K	0.02%	467
2025 Q2	$487K	Buy	+5,308	New	+$486K	0.01%	612
2025 Q1	–	Sell	-10,683	Closed	-$978K	–	939
2024 Q4	$978K	Buy	+10,683	New	+$978K	0.03%	347
2024 Q1	–	Sell	-18,492	Closed	-$1.7M	–	738
2023 Q4	$1.7M	Sell	18,492 -14,677	-44%	-$1.34M	0.08%	221
2023 Q3	$3.04M	Buy	33,169 +29,786	+880%	+$2.73M	0.16%	126
2023 Q2	$309K	Buy	+3,383	New	+$310K	0.02%	524

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

Chicago Partners Investment Group's BIL Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.82% in Q2 2026, selling an estimated $6.04K and leaving 7,961 shares worth $729K. The position accounts for 0.01% of the portfolio, ranked #797.

Chicago Partners Investment Group first reported a position in BIL in Q2 2023 and has held it in 9 quarters since. The position peaked at $3.04M in Q3 2023. 1,295 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Chicago Partners Investment Group held 7,961 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $729K as of Q2 2026.
Chicago Partners Investment Group sold 66 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $6.04K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #797 holding.
Chicago Partners Investment Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 9 quarters since.
Chicago Partners Investment Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.04M in Q3 2023.
1,295 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.