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

Evolve Private Wealth’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	$295K	Sell	3,223 -37,172	-92%	-$3.4M	0.02%	732
2026 Q1	$3.7M	Buy	40,395 +5,091	+14%	+$466K	0.2%	87
2025 Q4	$3.23M	Buy	+35,304	New	+$3.23M	0.19%	95

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

Evolve Private Wealth's BIL Position: Q2 2026 in Review

Evolve Private Wealth reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 92% in Q2 2026, selling an estimated $3.4M and leaving 3,223 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #732.

Evolve Private Wealth first reported a position in BIL in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.7M in Q1 2026. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Evolve Private Wealth held 3,223 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $295K as of Q2 2026.
Evolve Private Wealth sold 37,172 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $3.4M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #732 holding.
Evolve Private Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2025 and has held it in 3 quarters since.
Evolve Private Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.7M in Q1 2026.
1,289 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.