Diversified Portfolios Inc’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Diversified Portfolios Inc’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	$1.41M	Sell	15,419 -8,669	-36%	-$793K	0.1%	93
2026 Q1	$2.21M	Buy	24,088 +2,319	+11%	+$212K	0.18%	68
2025 Q4	$1.99M	Sell	21,769 -19,868	-48%	-$1.82M	0.17%	70
2025 Q3	$3.82M	Buy	41,637 +2,397	+6%	+$220K	0.34%	50
2025 Q2	$3.6M	Sell	39,240 -26,863	-41%	-$2.46M	0.34%	50
2025 Q1	$6.06M	Sell	66,103 -4,118	-6%	-$377K	0.64%	33
2024 Q4	$6.42M	Buy	70,221 +3,217	+5%	+$295K	0.7%	35
2024 Q3	$6.15M	Buy	67,004 +62,904	+1,534%	+$5.76M	0.69%	35
2024 Q2	$376K	Buy	4,100 +47	+1%	+$4.31K	0.05%	113
2024 Q1	$372K	Buy	4,053 +162	+4%	+$14.8K	0.05%	107
2023 Q4	$356K	Buy	3,891 +1,284	+49%	+$118K	0.06%	106
2023 Q3	$239K	Sell	2,607 -3,719	-59%	-$341K	0.05%	107
2023 Q2	$581K	Sell	6,326 -14,767	-70%	-$1.35M	0.12%	80
2023 Q1	$1.94M	Buy	21,093 +8,186	+63%	+$750K	0.43%	37
2022 Q4	$1.18M	Buy	+12,907	New	+$1.18M	0.27%	49

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

Diversified Portfolios Inc's BIL Position: Q2 2026 in Review

Diversified Portfolios Inc reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 36% in Q2 2026, selling an estimated $793K and leaving 15,419 shares worth $1.41M. The position accounts for 0.1% of the portfolio, ranked #93.

Diversified Portfolios Inc first reported a position in BIL in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.42M in Q4 2024. 1,294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Diversified Portfolios Inc held 15,419 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.41M as of Q2 2026.
Diversified Portfolios Inc sold 8,669 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $793K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.1% of Diversified Portfolios Inc's portfolio in Q2 2026, its #93 holding.
Diversified Portfolios Inc first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 15 quarters since.
Diversified Portfolios Inc's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $6.42M in Q4 2024.
1,294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.