First Wilshire Securities Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

First Wilshire Securities Management’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	$10.5M	Buy	114,229 +6,839	+6%	+$626K	2.16%	15
2026 Q1	$9.84M	Buy	107,390 +14,084	+15%	+$1.29M	2.22%	15
2025 Q4	$8.53M	Buy	93,306 +21,513	+30%	+$1.97M	2.14%	16
2025 Q3	$6.59M	Sell	71,793 -2,909	-4%	-$266K	1.75%	18
2025 Q2	$6.85M	Sell	74,702 -37,116	-33%	-$3.4M	1.87%	17
2025 Q1	$10.3M	Sell	111,818 -39,076	-26%	-$3.58M	2.94%	10
2024 Q4	$13.8M	Sell	150,894 -3,496	-2%	-$320K	3.75%	8
2024 Q3	$14.2M	Sell	154,390 -53,260	-26%	-$4.88M	3.98%	8
2024 Q2	$19.1M	Sell	207,650 -17,313	-8%	-$1.59M	5.83%	5
2024 Q1	$20.7M	Buy	224,963 +161,435	+254%	+$14.8M	6.04%	6
2023 Q4	$5.81M	Sell	63,528 -11,202	-15%	-$1.03M	1.88%	20
2023 Q3	$6.86M	Buy	74,730 +31,370	+72%	+$2.87M	2.35%	12
2023 Q2	$3.98M	Buy	43,360 +16,150	+59%	+$1.48M	1.37%	25
2023 Q1	$2.5M	Buy	+27,210	New	+$2.49M	0.85%	28

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 Wilshire Securities Management's BIL Position: Q2 2026 in Review

First Wilshire Securities Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 6.4% in Q2 2026, buying an estimated $626K and bringing the position to 114,229 shares worth $10.5M. The position accounts for 2.16% of the portfolio, ranked #15.

First Wilshire Securities Management first reported a position in BIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $20.7M in Q1 2024. 1,292 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

First Wilshire Securities Management held 114,229 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $10.5M as of Q2 2026.
First Wilshire Securities Management bought 6,839 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $626K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.16% of First Wilshire Securities Management's portfolio in Q2 2026, its #15 holding.
First Wilshire Securities Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
First Wilshire Securities Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $20.7M in Q1 2024.
1,292 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on First Wilshire Securities Management's 13F filing for Q2 2026, filed 14 Aug 2026.