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

Forvis Mazars 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	$582K	Sell	6,346 -7	-0.1%	-$641	0.01%	286
2026 Q1	$582K	Buy	6,353 +7	+0.1%	+$641	0.01%	266
2025 Q4	$580K	Hold	6,346	–	–	0.01%	268
2025 Q3	$582K	Hold	6,346	–	–	0.01%	260
2025 Q2	$582K	Hold	6,346	–	–	0.01%	259
2025 Q1	$582K	Buy	+6,346	New	+$581K	0.01%	262
2023 Q1	–	Sell	-14,282	Closed	-$1.31M	–	409
2022 Q4	$1.31M	Sell	14,282 -4,706	-25%	-$431K	0.05%	178
2022 Q3	$1.74M	Buy	+18,988	New	+$1.74M	0.07%	149

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

Forvis Mazars Wealth Advisors's BIL Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.11% in Q2 2026, selling an estimated $641 and leaving 6,346 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #286.

Forvis Mazars Wealth Advisors first reported a position in BIL in Q3 2022 and has held it in 8 quarters since. The position peaked at $1.74M in Q3 2022. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Forvis Mazars Wealth Advisors held 6,346 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $582K as of Q2 2026.
Forvis Mazars Wealth Advisors sold 7 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $641.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #286 holding.
Forvis Mazars Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2022 and has held it in 8 quarters since.
Forvis Mazars Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.74M in Q3 2022.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.