Gradient Investments’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Gradient Investments’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	$41.9M	Buy	457,506 +4,422	+1%	+$405K	0.58%	53
2026 Q1	$41.5M	Buy	453,084 +24,290	+6%	+$2.22M	0.64%	40
2025 Q4	$39.2M	Buy	428,794 +62,596	+17%	+$5.73M	0.62%	45
2025 Q3	$33.6M	Buy	366,198 +4,377	+1%	+$401K	0.56%	61
2025 Q2	$33.2M	Buy	361,821 +79,848	+28%	+$7.31M	0.61%	57
2025 Q1	$25.9M	Buy	281,973 +52,402	+23%	+$4.8M	0.52%	65
2024 Q4	$21M	Buy	229,571 +42,143	+22%	+$3.86M	0.43%	69
2024 Q3	$17.2M	Sell	187,428 -31,952	-15%	-$2.93M	0.36%	78
2024 Q2	$20.1M	Buy	219,380 +189,444	+633%	+$17.4M	0.45%	66
2024 Q1	$2.75M	Buy	29,936 +25,121	+522%	+$2.3M	0.06%	163
2023 Q4	$440K	Sell	4,815 -36,170	-88%	-$3.31M	0.01%	272
2023 Q3	$3.76M	Buy	40,985 +37,812	+1,192%	+$3.47M	0.1%	142
2023 Q2	$291K	Sell	3,173 -642	-17%	-$58.8K	0.01%	290
2023 Q1	$350K	Buy	3,815 +333	+10%	+$30.5K	0.01%	255
2022 Q4	$319K	Sell	3,482 -3,392,505	-100%	-$310M	0.01%	270
2022 Q3	$311M	Buy	3,395,987 +3,395,470	+656,764%	+$311M	9.52%	1
2022 Q2	$47K	Sell	517 -375	-42%	-$34.3K	﹤0.01%	486
2022 Q1	$82K	Sell	892 -17	-2%	-$1.55K	﹤0.01%	399
2021 Q4	$83K	Sell	909 -104	-10%	-$9.51K	﹤0.01%	393
2021 Q3	$93K	Sell	1,013 -434,961	-100%	-$39.8M	﹤0.01%	379
2021 Q2	$39.9M	Buy	435,974 +435,082	+48,776%	+$39.8M	1.17%	15
2021 Q1	$82K	Sell	892 -374,685	-100%	-$34.3M	﹤0.01%	391
2020 Q4	$34.4M	Hold	375,577	–	–	1.46%	14
2020 Q3	$34.4M	Buy	375,577 +372,846	+13,652%	+$34.1M	1.44%	14
2020 Q2	$250K	Buy	2,731 +808	+42%	+$74K	0.01%	230
2020 Q1	$176K	Sell	1,923 -188,682	-99%	-$17.3M	0.01%	237
2019 Q4	$17.4M	Buy	190,605 +189,484	+16,903%	+$17.3M	0.78%	21
2019 Q3	$103K	Buy	1,121 +267	+31%	+$24.4K	0.01%	297
2019 Q2	$78K	Buy	+854	New	+$78.2K	﹤0.01%	336
2014 Q4	–	Sell	-250	Closed	-$23K	–	575
2014 Q3	$23K	Hold	250	–	–	﹤0.01%	266
2014 Q2	$23K	Hold	250	–	–	﹤0.01%	273
2014 Q1	$23K	Hold	250	–	–	0.01%	266
2013 Q4	$23K	Sell	250 -1,250	-83%	-$114K	0.01%	290
2013 Q3	$137K	Sell	1,500 -800	-35%	-$73.3K	0.04%	144
2013 Q2	$211K	Buy	+2,300	New	+$211K	0.08%	107

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Gradient Investments's BIL Position: Q2 2026 in Review

Gradient Investments increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.98% in Q2 2026, buying an estimated $405K and bringing the position to 457,506 shares worth $41.9M. The position accounts for 0.58% of the portfolio, ranked #53.

Gradient Investments first reported a position in BIL in Q2 2013 and has held it in 35 quarters since. The position peaked at $311M in Q3 2022. 273 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Gradient Investments held 457,506 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $41.9M as of Q2 2026.
Gradient Investments bought 4,422 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $405K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.58% of Gradient Investments's portfolio in Q2 2026, its #53 holding.
Gradient Investments first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2013 and has held it in 35 quarters since.
Gradient Investments's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $311M in Q3 2022.
273 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.