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

EverSource 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	$35.1M	Sell	382,859 -96,508	-20%	-$8.83M	1.18%	11
2026 Q1	$43.9M	Sell	479,367 -78,298	-14%	-$7.17M	1.34%	10
2025 Q4	$51M	Buy	557,665 +194,473	+54%	+$17.8M	1.87%	5
2025 Q3	$33.3M	Buy	363,192 +66,520	+22%	+$6.09M	1.32%	12
2025 Q2	$27.2M	Buy	296,672 +6,422	+2%	+$588K	1.23%	12
2025 Q1	$26.6M	Sell	290,250 -23,780	-8%	-$2.18M	1.46%	6
2024 Q4	$28.7M	Buy	314,030 +34,541	+12%	+$3.16M	1.61%	8
2024 Q3	$25.7M	Buy	279,489 +6,674	+2%	+$612K	1.62%	6
2024 Q2	$25M	Sell	272,815 -62,484	-19%	-$5.72M	1.66%	6
2024 Q1	$30.8M	Buy	335,299 +105,821	+46%	+$9.69M	2.42%	5
2023 Q4	$21M	Buy	229,478 +67,818	+42%	+$6.21M	1.92%	7
2023 Q3	$14.8M	Buy	161,660 +20,315	+14%	+$1.86M	1.57%	10
2023 Q2	$13M	Sell	141,345 -16,701	-11%	-$1.53M	1.43%	12
2023 Q1	$14.5M	Buy	158,046 +150,215	+1,918%	+$13.8M	1.81%	8
2022 Q4	$716K	Buy	+7,831	New	+$717K	0.11%	153
2022 Q2	–	Sell	-7,592	Closed	-$694K	–	1720
2022 Q1	$694K	Sell	7,592 -838	-10%	-$76.6K	0.18%	115
2021 Q4	$771K	Buy	+8,430	New	+$771K	0.22%	74

Other funds holding BIL

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IPW

Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 20% in Q2 2026, selling an estimated $8.83M and leaving 382,859 shares worth $35.1M. The position accounts for 1.18% of the portfolio, ranked #11.

EverSource Wealth Advisors first reported a position in BIL in Q4 2021 and has held it in 17 quarters since. The position peaked at $51M in Q4 2025. 658 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

EverSource Wealth Advisors held 382,859 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $35.1M as of Q2 2026.
EverSource Wealth Advisors sold 96,508 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $8.83M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.18% of EverSource Wealth Advisors's portfolio in Q2 2026, its #11 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2021 and has held it in 17 quarters since.
EverSource Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $51M in Q4 2025.
658 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.