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

Glass Jacobson 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	$40.5K	Sell	442 -127	-22%	-$11.6K	0.01%	355
2026 Q1	$52.1K	Buy	569 +3	+0.5%	+$275	0.02%	308
2025 Q4	$51.7K	Buy	566 +7	+1%	+$641	0.02%	309
2025 Q3	$51.3K	Sell	559 -271	-33%	-$24.8K	0.02%	303
2025 Q2	$76.1K	Sell	830 -103	-11%	-$9.43K	0.03%	251
2025 Q1	$85.3K	Hold	933	–	–	0.03%	314
2024 Q4	$85.3K	Buy	933 +155	+20%	+$14.2K	0.03%	314
2024 Q3	$71.4K	Buy	778 +10	+1%	+$916	0.02%	318
2024 Q2	$70.5K	Buy	768 +10	+1%	+$916	0.03%	308
2024 Q1	$69.6K	Sell	758 -1,286	-63%	-$118K	0.03%	307
2023 Q4	$187K	Buy	2,044 +1,787	+695%	+$164K	0.08%	216
2023 Q3	$23.6K	Sell	257 -51	-17%	-$4.67K	0.01%	412
2023 Q2	$28.3K	Buy	+308	New	+$28.2K	0.01%	399
2022 Q4	$22.7K	Buy	+248	New	+$22.7K	0.01%	416

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

Glass Jacobson Investment Advisors's BIL Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 22% in Q2 2026, selling an estimated $11.6K and leaving 442 shares worth $40.5K. The position accounts for 0.01% of the portfolio, ranked #355.

Glass Jacobson Investment Advisors first reported a position in BIL in Q4 2022 and has held it in 14 quarters since. The position peaked at $187K in Q4 2023. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Glass Jacobson Investment Advisors held 442 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $40.5K as of Q2 2026.
Glass Jacobson Investment Advisors sold 127 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $11.6K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #355 holding.
Glass Jacobson Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $187K in Q4 2023.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.