First Heartland Consultants’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

First Heartland Consultants’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	$281K	Sell	3,071 -448	-13%	-$41K	0.02%	489
2026 Q1	$323K	Sell	3,519 -328	-9%	-$30K	0.02%	390
2025 Q4	$352K	Sell	3,847 -87	-2%	-$7.96K	0.03%	377
2025 Q3	$361K	Sell	3,934 -5,039	-56%	-$462K	0.03%	362
2025 Q2	$823K	Buy	8,973 +3,531	+65%	+$323K	0.07%	192
2025 Q1	$499K	Sell	5,442 -872	-14%	-$79.9K	0.05%	239
2024 Q4	$577K	Buy	6,314 +429	+7%	+$39.3K	0.06%	213
2024 Q3	$540K	Buy	5,885 +474	+9%	+$43.4K	0.06%	227
2024 Q2	$497K	Sell	5,411 -392	-7%	-$35.9K	0.03%	259
2024 Q1	$533K	Sell	5,803 -24,683	-81%	-$2.26M	0.06%	240
2023 Q4	$2.79M	Sell	30,486 -160,638	-84%	-$14.7M	0.34%	75
2023 Q3	$17.5M	Buy	191,124 +153,962	+414%	+$14.1M	2.21%	5
2023 Q2	$3.41M	Buy	+37,162	New	+$3.4M	0.44%	59
2020 Q3	–	Sell	-2,650	Closed	-$243K	–	300
2020 Q2	$243K	Hold	2,650	–	–	0.05%	237
2020 Q1	$243K	Buy	+2,650	New	+$243K	0.06%	211
2017 Q2	–	Sell	-3,330	Closed	-$304K	–	337
2017 Q1	$304K	Buy	+3,330	New	+$304K	0.08%	252
2013 Q3	–	Sell	-183	Closed	-$16K	–	228
2013 Q2	$16K	Buy	+183	New	+$16.8K	0.01%	334

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

First Heartland Consultants's BIL Position: Q2 2026 in Review

First Heartland Consultants reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 13% in Q2 2026, selling an estimated $41K and leaving 3,071 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #489.

First Heartland Consultants first reported a position in BIL in Q2 2013 and has held it in 17 quarters since. The position peaked at $17.5M in Q3 2023. 1,288 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

First Heartland Consultants held 3,071 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $281K as of Q2 2026.
First Heartland Consultants sold 448 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $41K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #489 holding.
First Heartland Consultants first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2013 and has held it in 17 quarters since.
First Heartland Consultants's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $17.5M in Q3 2023.
1,288 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.