Concurrent Investment Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Concurrent Investment Advisors’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	$37.5M	Sell	409,487 -1,288,062	-76%	-$118M	0.32%	61
2026 Q1	$156M	Buy	1,697,549 +1,484,628	+697%	+$136M	1.69%	5
2025 Q4	$19.5M	Sell	212,921 -103,962	-33%	-$9.52M	0.22%	96
2025 Q3	$29.1M	Buy	316,883 +117,005	+59%	+$10.7M	0.5%	40
2025 Q2	$18.3M	Sell	199,878 -953,933	-83%	-$87.4M	0.35%	57
2025 Q1	$106M	Buy	1,153,811 +872,004	+309%	+$79.9M	2.57%	3
2024 Q4	$25.8M	Buy	281,807 +130,652	+86%	+$12M	0.69%	27
2024 Q3	$13.9M	Buy	151,155 +77,811	+106%	+$7.13M	0.41%	52
2024 Q2	$6.73M	Buy	73,344 +30,649	+72%	+$2.81M	0.22%	105
2024 Q1	$3.92M	Buy	42,695 +10,806	+34%	+$990K	0.16%	143
2023 Q4	$2.91M	Buy	+31,889	New	+$2.92M	0.14%	162

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

Concurrent Investment Advisors's BIL Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 76% in Q2 2026, selling an estimated $118M and leaving 409,487 shares worth $37.5M. The position accounts for 0.32% of the portfolio, ranked #61.

Concurrent Investment Advisors first reported a position in BIL in Q4 2023 and has held it in 11 quarters since. The position peaked at $156M in Q1 2026. 1,292 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Concurrent Investment Advisors held 409,487 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $37.5M as of Q2 2026.
Concurrent Investment Advisors sold 1,288,062 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $118M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.32% of Concurrent Investment Advisors's portfolio in Q2 2026, its #61 holding.
Concurrent Investment Advisors 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.
Concurrent Investment Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $156M in Q1 2026.
1,292 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.