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

Clean Yield 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	$214K	Buy	+2,340	New	+$214K	0.05%	143
2025 Q2	–	Sell	-683	Closed	-$62.7K	–	411
2025 Q1	$62.7K	Hold	683	–	–	0.02%	208
2024 Q4	$62.4K	Hold	683	–	–	0.02%	215
2024 Q3	$62.7K	Sell	683 -500	-42%	-$45.8K	0.02%	214
2024 Q2	$109K	Hold	1,183	–	–	0.04%	167
2024 Q1	$109K	Hold	1,183	–	–	0.04%	172
2023 Q4	$108K	Buy	1,183 +218	+23%	+$20K	0.05%	166
2023 Q3	$88.4K	Hold	965	–	–	0.04%	179
2023 Q2	$88.6K	Hold	965	–	–	0.04%	188
2023 Q1	$88.6K	Hold	965	–	–	0.04%	188
2022 Q4	$88.3K	Buy	965 +165	+21%	+$15.1K	0.04%	184
2022 Q3	$73K	Buy	800 +150	+23%	+$13.7K	0.03%	198
2022 Q2	$59K	Hold	650	–	–	0.02%	222
2022 Q1	$59K	Buy	650 +330	+103%	+$30.2K	0.02%	239
2021 Q4	$29K	Hold	320	–	–	0.01%	298
2021 Q3	$29K	Hold	320	–	–	0.01%	298
2021 Q2	$29K	Buy	+320	New	+$29.3K	0.01%	292
2021 Q1	–	Sell	-245	Closed	-$22K	–	180
2020 Q4	$22K	Hold	245	–	–	0.01%	305
2020 Q3	$22K	Hold	245	–	–	0.01%	268
2020 Q2	$22K	Hold	245	–	–	0.01%	261
2020 Q1	$22K	Buy	245 +165	+206%	+$15.1K	0.01%	263
2019 Q4	$7K	Hold	80	–	–	﹤0.01%	315
2019 Q3	$7K	Hold	80	–	–	﹤0.01%	306
2019 Q2	$7K	Buy	+80	New	+$7.32K	﹤0.01%	303

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

Clean Yield Group's BIL Position: Q2 2026 in Review

Clean Yield Group opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026: 2,340 shares worth $214K. The stake represents 0.05% of the portfolio and ranks #143 among its holdings. This is a return to the name: Clean Yield Group previously reported a position in BIL as recently as Q1 2025.

Clean Yield Group first reported a position in BIL in Q2 2019 and has held it in 24 quarters since. 1,294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Clean Yield Group held 2,340 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $214K as of Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Clean Yield Group position in Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.05% of Clean Yield Group's portfolio in Q2 2026, its #143 holding.
Clean Yield Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2019 and has held it in 24 quarters since.
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 Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.