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

Elevated Capital 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	–	Sell	-44	Closed	-$4.03K	–	852
2026 Q1	$4.03K	Hold	44	–	–	﹤0.01%	571
2025 Q4	$4.02K	Buy	+44	New	+$4.03K	﹤0.01%	543
2024 Q3	–	Sell	-19,932	Closed	-$1.83M	–	266
2024 Q2	$1.83M	Sell	19,932 -1,922	-9%	-$176K	0.51%	51
2024 Q1	$2.01M	Sell	21,854 -26,507	-55%	-$2.43M	0.57%	54
2023 Q4	$4.42M	Sell	48,361 -9,785	-17%	-$896K	1.38%	16
2023 Q3	$5.34M	Buy	58,146 +18,904	+48%	+$1.73M	1.82%	10
2023 Q2	$3.6M	Buy	39,242 +124	+0.3%	+$11.4K	1.2%	19
2023 Q1	$3.59M	Sell	39,118 -696	-2%	-$63.8K	1.29%	18
2022 Q4	$3.64M	Buy	39,814 +36,522	+1,109%	+$3.34M	1.39%	21
2022 Q3	$302K	Buy	+3,292	New	+$301K	0.12%	131
2019 Q1	$2.73M	Buy	+29,877	New	+$2.73M	1.8%	12

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

Elevated Capital Advisors's BIL Position: Q2 2026 in Review

Elevated Capital Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 44 shares — an estimated $4.03K sold.

Elevated Capital Advisors first reported a position in BIL in Q1 2019 and held it in 11 quarters. The position peaked at $5.34M in Q3 2023. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Elevated Capital Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
Elevated Capital Advisors sold 44 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $4.03K.
Elevated Capital Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2019 and held it in 11 quarters.
Elevated Capital Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $5.34M in Q3 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 Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.