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

Choate Investment Advisors’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	$898K	Buy	9,801 +260	+3%	+$23.8K	0.02%	247
2026 Q1	$874K	Sell	9,541 -7,990	-46%	-$731K	0.02%	248
2025 Q4	$1.6M	Sell	17,531 -3,490	-17%	-$320K	0.03%	182
2025 Q3	$1.93M	Sell	21,021 -12,120	-37%	-$1.11M	0.04%	151
2025 Q2	$3.04M	Sell	33,141 -11,869	-26%	-$1.09M	0.07%	116
2025 Q1	$4.13M	Sell	45,010 -19,952	-31%	-$1.83M	0.1%	89
2024 Q4	$5.94M	Sell	64,962 -103,665	-61%	-$9.49M	0.14%	77
2024 Q3	$15.5M	Sell	168,627 -126,594	-43%	-$11.6M	0.39%	37
2024 Q2	$27.1M	Buy	295,221 +209,010	+242%	+$19.1M	0.71%	17
2024 Q1	$7.91M	Buy	86,211 +68,530	+388%	+$6.28M	0.21%	63
2023 Q4	$1.62M	Sell	17,681 -749,590	-98%	-$68.6M	0.05%	144
2023 Q3	$70.5M	Buy	+767,271	New	+$70.3M	2.76%	7

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

Choate Investment Advisors's BIL Position: Q2 2026 in Review

Choate Investment Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 2.7% in Q2 2026, buying an estimated $23.8K and bringing the position to 9,801 shares worth $898K. The position accounts for 0.02% of the portfolio, ranked #247.

Choate Investment Advisors first reported a position in BIL in Q3 2023 and has held it in 12 quarters since. The position peaked at $70.5M in Q3 2023. 1,295 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Choate Investment Advisors held 9,801 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $898K as of Q2 2026.
Choate Investment Advisors bought 260 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $23.8K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.02% of Choate Investment Advisors's portfolio in Q2 2026, its #247 holding.
Choate Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023 and has held it in 12 quarters since.
Choate Investment Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $70.5M 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 Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.