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
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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Clean Yield Group's BIL Position: Q2 2025 in Review

Clean Yield Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2025, closing a stake of 683 shares — an estimated $62.7K sold.

Clean Yield Group first reported a position in BIL in Q2 2019 and held it in 23 quarters. The position peaked at $109K in Q1 2024. 1,175 funds tracked by Wall St. Rank hold BIL as of Q2 2025.

Clean Yield Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2025 after selling out during the quarter.
Clean Yield Group sold 683 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2025, an estimated $62.7K.
Clean Yield Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2019 and held it in 23 quarters.
Clean Yield Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $109K in Q1 2024.
1,175 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2025.

Based on Clean Yield Group's 13F filing for Q2 2025, filed 17 Jul 2025.