Clio Asset Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Clio Asset 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	$3.3M	Buy	36,012 +7,586	+27%	+$694K	2.62%	14
2026 Q1	$2.6M	Sell	28,426 -25,406	-47%	-$2.32M	2.18%	16
2025 Q4	$4.92M	Sell	53,832 -235	-0.4%	-$21.5K	3.82%	12
2025 Q3	$4.96M	Buy	54,067 +44,100	+442%	+$4.04M	3.68%	12
2025 Q2	$914K	Sell	9,967 -46,315	-82%	-$4.24M	0.72%	14
2025 Q1	$5.16M	Buy	56,282 +49,156	+690%	+$4.5M	4.11%	11
2024 Q4	$652K	Sell	7,126 -135	-2%	-$12.4K	0.48%	14
2024 Q3	$667K	Buy	+7,261	New	+$665K	0.47%	13
2024 Q1	–	Sell	-47,327	Closed	-$4.33M	–	13
2023 Q4	$4.33M	Sell	47,327 -61,347	-56%	-$5.62M	3.51%	12
2023 Q3	$9.98M	Buy	108,674 +43,174	+66%	+$3.96M	8.72%	7
2023 Q2	$6.01M	Buy	+65,500	New	+$6M	5.57%	9

Other funds holding BIL

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IPW

Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Clio Asset Management's BIL Position: Q2 2026 in Review

Clio Asset Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 27% in Q2 2026, buying an estimated $694K and bringing the position to 36,012 shares worth $3.3M. The position accounts for 2.62% of the portfolio, ranked #14.

Clio Asset Management first reported a position in BIL in Q2 2023 and has held it in 11 quarters since. The position peaked at $9.98M in Q3 2023. 625 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Clio Asset Management held 36,012 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.3M as of Q2 2026.
Clio Asset Management bought 7,586 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $694K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.62% of Clio Asset Management's portfolio in Q2 2026, its #14 holding.
Clio Asset Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 11 quarters since.
Clio Asset Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $9.98M in Q3 2023.
625 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Clio Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.