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

Donaldson Capital 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	$381K	Buy	4,154 +4	+0.1%	+$366	0.01%	241
2026 Q1	$380K	Hold	4,150	–	–	0.01%	195
2025 Q4	$379K	Sell	4,150 -1	-0%	-$92	0.01%	191
2025 Q3	$381K	Sell	4,151 -545	-12%	-$49.9K	0.01%	184
2025 Q2	$431K	Sell	4,696 -4,150	-47%	-$380K	0.02%	172
2025 Q1	$811K	Buy	8,846 +546	+7%	+$50K	0.03%	145
2024 Q4	$759K	Hold	8,300	–	–	0.03%	146
2024 Q3	$762K	Hold	8,300	–	–	0.03%	145
2024 Q2	$762K	Hold	8,300	–	–	0.03%	138
2024 Q1	$762K	Sell	8,300 -1,507	-15%	-$138K	0.03%	139
2023 Q4	$896K	Buy	9,807 +891	+10%	+$81.6K	0.04%	130
2023 Q3	$819K	Buy	8,916 +7	+0.1%	+$641	0.04%	134
2023 Q2	$818K	Buy	8,909 +609	+7%	+$55.8K	0.04%	136
2023 Q1	$762K	Hold	8,300	–	–	0.04%	136
2022 Q4	$759K	Hold	8,300	–	–	0.04%	133
2022 Q3	$760K	Hold	8,300	–	–	0.04%	127
2022 Q2	$759K	Hold	8,300	–	–	0.04%	131
2022 Q1	$759K	Hold	8,300	–	–	0.03%	145
2021 Q4	$759K	Hold	8,300	–	–	0.03%	152
2021 Q3	$759K	Hold	8,300	–	–	0.04%	133
2021 Q2	$759K	Hold	8,300	–	–	0.04%	132
2021 Q1	$759K	Sell	8,300 -2,500	-23%	-$229K	0.04%	121
2020 Q4	$988K	Buy	10,800 +2,500	+30%	+$229K	0.06%	104
2020 Q3	$760K	Sell	8,300 -3,800	-31%	-$348K	0.05%	107
2020 Q2	$1.11M	Sell	12,100 -7,056	-37%	-$646K	0.08%	90
2020 Q1	$1.75M	Buy	+19,156	New	+$1.75M	0.15%	69

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

Donaldson Capital Management's BIL Position: Q2 2026 in Review

Donaldson Capital Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.1% in Q2 2026, buying an estimated $366 and bringing the position to 4,154 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #241.

Donaldson Capital Management first reported a position in BIL in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.75M in Q1 2020. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Donaldson Capital Management held 4,154 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $381K as of Q2 2026.
Donaldson Capital Management bought 4 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $366.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Donaldson Capital Management's portfolio in Q2 2026, its #241 holding.
Donaldson Capital Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2020 and has held it in 26 quarters since.
Donaldson Capital Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.75M in Q1 2020.
1,289 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.