Global Financial Private Client’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Global Financial Private Client’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	–	Sell	-2,325	Closed	-$213K	–	249
2026 Q1	$213K	Buy	+2,325	New	+$213K	0.07%	226
2025 Q4	–	Sell	-4,155	Closed	-$381K	–	229
2025 Q3	$381K	Buy	4,155 +1,557	+60%	+$143K	0.14%	167
2025 Q2	$238K	Sell	2,598 -1,899	-42%	-$174K	0.09%	201
2025 Q1	$413K	Sell	4,497 -3,393	-43%	-$311K	0.16%	143
2024 Q4	$721K	Buy	7,890 +1,591	+25%	+$146K	0.27%	99
2024 Q3	$578K	Sell	6,299 -7,256	-54%	-$665K	0.23%	114
2024 Q2	$1.24M	Sell	13,555 -1,622	-11%	-$149K	0.52%	55
2024 Q1	$1.39M	Buy	15,177 +4,569	+43%	+$419K	0.6%	46
2023 Q4	$969K	Sell	10,608 -3,193	-23%	-$292K	0.45%	58
2023 Q3	$1.26M	Buy	13,801 +11,919	+633%	+$1.09M	0.65%	37
2023 Q2	$172K	Buy	1,882 +775	+70%	+$71K	0.08%	179
2023 Q1	$101K	Sell	1,107 -1,599	-59%	-$146K	0.05%	209
2022 Q4	$248K	Buy	2,706 +1,334	+97%	+$122K	0.14%	124
2022 Q3	$125K	Buy	1,372 +1,002	+271%	+$91.7K	0.07%	178
2022 Q2	$33.8K	Buy	370 +251	+211%	+$23K	0.02%	301
2022 Q1	$10.9K	Buy	+119	New	+$10.9K	0.01%	398
2020 Q4	–	Sell	-2,387	Closed	-$218K	–	561
2020 Q3	$218K	Sell	2,387 -724	-23%	-$66.3K	0.19%	90
2020 Q2	$285K	Buy	+3,111	New	+$285K	0.25%	84

Other funds holding BIL

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IPW

Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Global Financial Private Client's BIL Position: Q2 2026 in Review

Global Financial Private Client sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 2,325 shares — an estimated $213K sold.

Global Financial Private Client first reported a position in BIL in Q2 2020 and held it in 18 quarters. The position peaked at $1.39M in Q1 2024. 625 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Global Financial Private Client reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
Global Financial Private Client sold 2,325 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $213K.
Global Financial Private Client first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2020 and held it in 18 quarters.
Global Financial Private Client's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.39M in Q1 2024.
625 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.