Client First Investment Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Client First Investment Management’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	$599K	Sell	6,533 -2	-0%	-$183	0.25%	27
2026 Q1	$599K	Sell	6,535 -632	-9%	-$57.8K	0.31%	14
2025 Q4	$655K	Sell	7,167 -319	-4%	-$29.2K	0.34%	20
2025 Q3	$687K	Sell	7,486 -1,350	-15%	-$124K	0.35%	27
2025 Q2	$811K	Sell	8,836 -165,584	-95%	-$15.2M	0.5%	19
2025 Q1	$16M	Buy	174,420 +155,694	+831%	+$14.3M	10.85%	3
2024 Q4	$1.71M	Buy	18,726 +2,177	+13%	+$199K	1.1%	13
2024 Q3	$1.52M	Sell	16,549 -1,042	-6%	-$95.5K	1.16%	10
2024 Q2	$1.61M	Sell	17,591 -6,491	-27%	-$595K	1.25%	10
2024 Q1	$2.21M	Sell	24,082 -101,262	-81%	-$9.28M	1.76%	8
2023 Q4	$11.5M	Buy	+125,344	New	+$11.5M	11.12%	3

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

Client First Investment Management's BIL Position: Q2 2026 in Review

Client First Investment Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.03% in Q2 2026, selling an estimated $183 and leaving 6,533 shares worth $599K. The position accounts for 0.25% of the portfolio, ranked #27.

Client First Investment Management first reported a position in BIL in Q4 2023 and has held it in 11 quarters since. The position peaked at $16M in Q1 2025. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Client First Investment Management held 6,533 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $599K as of Q2 2026.
Client First Investment Management sold 2 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $183.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.25% of Client First Investment Management's portfolio in Q2 2026, its #27 holding.
Client First Investment Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 11 quarters since.
Client First Investment Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $16M in Q1 2025.
1,290 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Client First Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.