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 Q3	$270K	Buy	2,943 +603	+26%	+$55.2K	0.07%	128
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Clean Yield Group's BIL Position: Q3 2026 in Review

Clean Yield Group increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 26% in Q3 2026, buying an estimated $55.2K and bringing the position to 2,943 shares worth $270K. The position accounts for 0.07% of the portfolio, ranked #128.

Clean Yield Group first reported a position in BIL in Q2 2019 and has held it in 25 quarters since. 579 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Clean Yield Group held 2,943 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $270K as of Q3 2026.
Clean Yield Group bought 603 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $55.2K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.07% of Clean Yield Group's portfolio in Q3 2026, its #128 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 25 quarters since.
579 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.