Envestnet Portfolio Solutions’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Envestnet Portfolio Solutions’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	$13.8M	Sell	151,052 -95,823	-39%	-$8.77M	0.07%	177
2026 Q1	$22.6M	Buy	246,875 +4,006	+2%	+$367K	0.13%	104
2025 Q4	$22.2M	Sell	242,869 -384,743	-61%	-$35.2M	0.08%	128
2025 Q3	$57.6M	Buy	627,612 +177,046	+39%	+$16.2M	0.21%	66
2025 Q2	$41.3M	Sell	450,566 -124,726	-22%	-$11.4M	0.15%	77
2025 Q1	$52.8M	Sell	575,292 -53,704	-9%	-$4.92M	0.2%	68
2024 Q4	$57.5M	Buy	628,996 +196,983	+46%	+$18M	0.19%	70
2024 Q3	$39.7M	Sell	432,013 -64,597	-13%	-$5.92M	0.13%	85
2024 Q2	$45.6M	Buy	496,610 +19,473	+4%	+$1.78M	0.16%	74
2024 Q1	$43.8M	Sell	477,137 -449,903	-49%	-$41.2M	0.16%	77
2023 Q4	$84.7M	Buy	927,040 +541,807	+141%	+$49.6M	0.35%	48
2023 Q3	$35.4M	Buy	+385,233	New	+$35.3M	0.17%	75

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

Envestnet Portfolio Solutions's BIL Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 39% in Q2 2026, selling an estimated $8.77M and leaving 151,052 shares worth $13.8M. The position accounts for 0.07% of the portfolio, ranked #177.

Envestnet Portfolio Solutions first reported a position in BIL in Q3 2023 and has held it in 12 quarters since. The position peaked at $84.7M in Q4 2023. 1,300 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Envestnet Portfolio Solutions held 151,052 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $13.8M as of Q2 2026.
Envestnet Portfolio Solutions sold 95,823 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $8.77M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.07% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #177 holding.
Envestnet Portfolio Solutions first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $84.7M in Q4 2023.
1,300 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.