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

Claro 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	$908K	Sell	9,903 -1,108	-10%	-$101K	0.1%	177
2026 Q1	$1.01M	Sell	11,011 -344	-3%	-$31.5K	0.12%	146
2025 Q4	$1.04M	Buy	11,355 +2,665	+31%	+$244K	0.14%	129
2025 Q3	$797K	Buy	8,690 +2,421	+39%	+$222K	0.12%	158
2025 Q2	$575K	Buy	6,269 +1,524	+32%	+$140K	0.09%	186
2025 Q1	$435K	Buy	+4,745	New	+$435K	0.06%	297
2022 Q2	–	Sell	-2,796	Closed	-$256K	–	285
2022 Q1	$256K	Hold	2,796	–	–	0.09%	220
2021 Q4	$256K	Buy	2,796 +33	+1%	+$3.02K	0.09%	220
2021 Q3	$253K	Hold	2,763	–	–	0.11%	200
2021 Q2	$253K	Buy	2,763 +41	+2%	+$3.75K	0.11%	192
2021 Q1	$249K	Hold	2,722	–	–	0.13%	178
2020 Q4	$249K	Hold	2,722	–	–	0.13%	173
2020 Q3	$249K	Hold	2,722	–	–	0.16%	156
2020 Q2	$249K	Hold	2,722	–	–	0.17%	148
2020 Q1	$249K	Buy	+2,722	New	+$249K	0.23%	129
2019 Q1	–	Sell	-283	Closed	-$26K	–	233
2018 Q4	$26K	Buy	+283	New	+$25.9K	0.02%	486

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

Claro Advisors's BIL Position: Q2 2026 in Review

Claro Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 10% in Q2 2026, selling an estimated $101K and leaving 9,903 shares worth $908K. The position accounts for 0.1% of the portfolio, ranked #177.

Claro Advisors first reported a position in BIL in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.04M in Q4 2025. 1,294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Claro Advisors held 9,903 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $908K as of Q2 2026.
Claro Advisors sold 1,108 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $101K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.1% of Claro Advisors's portfolio in Q2 2026, its #177 holding.
Claro Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and has held it in 16 quarters since.
Claro Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.04M in Q4 2025.
1,294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.