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

EdgeRock Capital’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	$292K	Sell	3,191 -122	-4%	-$11.2K	0.07%	110
2026 Q1	$304K	Hold	3,313	–	–	0.08%	96
2025 Q4	$303K	Sell	3,313 -137	-4%	-$12.5K	0.08%	102
2025 Q3	$317K	Sell	3,450 -23	-0.7%	-$2.11K	0.09%	86
2025 Q2	$319K	Sell	3,473 -204	-6%	-$18.7K	0.1%	79
2025 Q1	$337K	Buy	3,677 +64	+2%	+$5.86K	0.24%	49
2024 Q4	$330K	Sell	3,613 -88	-2%	-$8.06K	0.22%	54
2024 Q3	$340K	Hold	3,701	–	–	0.24%	51
2024 Q2	$340K	Hold	3,701	–	–	0.26%	41
2024 Q1	$340K	Hold	3,701	–	–	0.27%	44
2023 Q4	$340K	Buy	+3,701	New	+$339K	0.25%	41
2023 Q3	–	Sell	-3,902	Closed	-$358K	–	63
2023 Q2	$358K	Buy	+3,902	New	+$357K	0.17%	43

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

EdgeRock Capital's BIL Position: Q2 2026 in Review

EdgeRock Capital reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 3.7% in Q2 2026, selling an estimated $11.2K and leaving 3,191 shares worth $292K. The position accounts for 0.07% of the portfolio, ranked #110.

EdgeRock Capital first reported a position in BIL in Q2 2023 and has held it in 12 quarters since. The position peaked at $358K in Q2 2023. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

EdgeRock Capital held 3,191 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $292K as of Q2 2026.
EdgeRock Capital sold 122 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $11.2K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.07% of EdgeRock Capital's portfolio in Q2 2026, its #110 holding.
EdgeRock Capital first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 12 quarters since.
EdgeRock Capital's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $358K in Q2 2023.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.