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

Foundations Investment 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	$77.1M	Sell	841,692 -241,926	-22%	-$22.1M	0.79%	25
2026 Q1	$99.3M	Buy	1,083,618 +171,116	+19%	+$15.7M	1.23%	17
2025 Q4	$83.4M	Sell	912,502 -830,014	-48%	-$76M	1.09%	19
2025 Q3	$160M	Buy	1,742,516 +570,492	+49%	+$52.3M	2.32%	4
2025 Q2	$108M	Buy	1,172,024 +346,191	+42%	+$31.7M	1.7%	9
2025 Q1	$75.8M	Buy	825,833 +121,873	+17%	+$11.2M	1.4%	14
2024 Q4	$64.4M	Sell	703,960 -189,238	-21%	-$17.3M	1.24%	19
2024 Q3	$82M	Sell	893,198 -621,247	-41%	-$56.9M	1.72%	11
2024 Q2	$139M	Buy	1,514,445 +132,098	+10%	+$12.1M	3.37%	3
2024 Q1	$127M	Sell	1,382,347 -96,937	-7%	-$8.88M	3.32%	4
2023 Q4	$135M	Sell	1,479,284 -191,674	-11%	-$17.6M	3.63%	4
2023 Q3	$153M	Buy	1,670,958 +66,739	+4%	+$6.12M	4.72%	2
2023 Q2	$147M	Buy	1,604,219 +480,374	+43%	+$44M	4.88%	2
2023 Q1	$103M	Buy	1,123,845 +789,177	+236%	+$72.3M	3.69%	5
2022 Q4	$30.6M	Buy	334,668 +314,981	+1,600%	+$28.8M	1.22%	14
2022 Q3	$1.8M	Buy	19,687 +15,103	+329%	+$1.38M	0.08%	109
2022 Q2	$419K	Buy	4,584 +1,627	+55%	+$149K	0.02%	255
2022 Q1	$270K	Hold	2,957	–	–	0.01%	292
2021 Q4	$270K	Sell	2,957 -210	-7%	-$19.2K	0.01%	298
2021 Q3	$290K	Sell	3,167 -165	-5%	-$15.1K	0.01%	257
2021 Q2	$305K	Sell	3,332 -94	-3%	-$8.6K	0.01%	232
2021 Q1	$313K	Sell	3,426 -97	-3%	-$8.88K	0.02%	175
2020 Q4	$322K	Sell	3,523 -687	-16%	-$62.9K	0.02%	139
2020 Q3	$385K	Sell	4,210 -1,802	-30%	-$165K	0.08%	122
2020 Q2	$550K	Sell	6,012 -15,998	-73%	-$1.46M	0.05%	100
2020 Q1	$2.02M	Buy	+22,010	New	+$2.01M	0.23%	20

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

Foundations Investment Advisors's BIL Position: Q2 2026 in Review

Foundations Investment Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 22% in Q2 2026, selling an estimated $22.1M and leaving 841,692 shares worth $77.1M. The position accounts for 0.79% of the portfolio, ranked #25.

Foundations Investment Advisors first reported a position in BIL in Q1 2020 and has held it in 26 quarters since. The position peaked at $160M in Q3 2025. 1,292 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Foundations Investment Advisors held 841,692 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $77.1M as of Q2 2026.
Foundations Investment Advisors sold 241,926 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $22.1M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.79% of Foundations Investment Advisors's portfolio in Q2 2026, its #25 holding.
Foundations Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2020 and has held it in 26 quarters since.
Foundations Investment Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $160M in Q3 2025.
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 Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.