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

EP Wealth 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	$42.4M	Buy	462,954 +59,953	+15%	+$5.49M	0.16%	105
2026 Q1	$36.9M	Sell	403,001 -117,939	-23%	-$10.8M	0.18%	91
2025 Q4	$47.6M	Buy	+520,940	New	+$47.7M	0.25%	68
2025 Q2	$42.3M	Sell	460,935 -109,487	-19%	-$10M	0.28%	65
2025 Q1	$52.3M	Sell	570,422 -1,598	-0.3%	-$146K	0.42%	55
2024 Q4	$52.3M	Sell	572,020 -11,745	-2%	-$1.08M	0.43%	54
2024 Q3	$53.6M	Buy	583,765 +137,221	+31%	+$12.6M	0.46%	52
2024 Q2	$41M	Sell	446,544 -28,753	-6%	-$2.63M	0.44%	59
2024 Q1	$43.6M	Buy	475,297 +4,530	+1%	+$415K	0.51%	52
2023 Q4	$43M	Buy	470,767 +104,729	+29%	+$9.59M	0.55%	49
2023 Q3	$33.6M	Buy	366,038 +360,988	+7,148%	+$33.1M	0.52%	53
2023 Q2	$24.1M	Sell	5,050 -97,700	-95%	-$8.95M	0.35%	63
2023 Q1	$0	Buy	102,750 +78,057	+316%	+$7.15M	﹤0.01%	643
2022 Q4	$2.26M	Buy	+24,693	New	+$2.26M	0.04%	213

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

EP Wealth Advisors's BIL Position: Q2 2026 in Review

EP Wealth Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 15% in Q2 2026, buying an estimated $5.49M and bringing the position to 462,954 shares worth $42.4M. The position accounts for 0.16% of the portfolio, ranked #105.

EP Wealth Advisors first reported a position in BIL in Q4 2022 and has held it in 14 quarters since. The position peaked at $53.6M in Q3 2024. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

EP Wealth Advisors held 462,954 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $42.4M as of Q2 2026.
EP Wealth Advisors bought 59,953 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $5.49M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.16% of EP Wealth Advisors's portfolio in Q2 2026, its #105 holding.
EP Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 14 quarters since.
EP Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $53.6M in Q3 2024.
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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.