Dean Jacobson Financial Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Dean Jacobson Financial Services’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	$4.42M	Buy	48,252 +153	+0.3%	+$14K	2.43%	8
2026 Q1	$4.41M	Sell	48,099 -225,149	-82%	-$20.6M	2.71%	7
2025 Q4	$25M	Buy	273,248 +6,453	+2%	+$591K	15.84%	4
2025 Q3	$24.5M	Sell	266,795 -249,127	-48%	-$22.8M	17.79%	4
2025 Q2	$47.3M	Buy	515,922 +247,625	+92%	+$22.7M	36.6%	2
2025 Q1	$24.6M	Buy	+268,297	New	+$24.6M	18.93%	3
2023 Q4	–	Sell	-214,742	Closed	-$19.7M	–	12
2023 Q3	$19.7M	Sell	214,742 -233,717	-52%	-$21.4M	18.22%	4
2023 Q2	$41.2M	Sell	448,459 -4,017	-0.9%	-$368K	37.28%	2
2023 Q1	$41.5M	Buy	+452,476	New	+$41.5M	38.91%	1

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

Dean Jacobson Financial Services's BIL Position: Q2 2026 in Review

Dean Jacobson Financial Services increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.32% in Q2 2026, buying an estimated $14K and bringing the position to 48,252 shares worth $4.42M. The position accounts for 2.43% of the portfolio, ranked #8.

Dean Jacobson Financial Services first reported a position in BIL in Q1 2023 and has held it in 9 quarters since. The position peaked at $47.3M in Q2 2025. 1,284 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Dean Jacobson Financial Services held 48,252 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $4.42M as of Q2 2026.
Dean Jacobson Financial Services bought 153 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $14K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.43% of Dean Jacobson Financial Services's portfolio in Q2 2026, its #8 holding.
Dean Jacobson Financial Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 9 quarters since.
Dean Jacobson Financial Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $47.3M in Q2 2025.
1,284 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Dean Jacobson Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.