Halbert Hargrove Global Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Halbert Hargrove Global 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	$889	Sell	10 -762	-99%	-$69.7K	﹤0.01%	456
2026 Q1	$70.7K	Buy	772 +771	+77,100%	+$70.6K	﹤0.01%	168
2025 Q4	$99	Sell	1 -2,028	-100%	-$186K	﹤0.01%	359
2025 Q3	$186K	Sell	2,029 -68	-3%	-$6.23K	0.01%	109
2025 Q2	$192K	Sell	2,097 -1,626,952	-100%	-$149M	0.01%	88
2025 Q1	$149M	Buy	+1,629,049	New	+$149M	8.44%	4
2023 Q2	–	Sell	-2,455	Closed	-$225K	–	107
2023 Q1	$225K	Sell	2,455 -1,182,033	-100%	-$108M	0.02%	148
2022 Q4	$108M	Sell	1,184,488 -5,897	-0.5%	-$540K	7.74%	4
2022 Q3	$109M	Sell	1,190,385 -2,045	-0.2%	-$187K	8.42%	4
2022 Q2	$109M	Buy	1,192,430 +1,190,179	+52,873%	+$109M	8.09%	4
2022 Q1	$206K	Buy	+2,251	New	+$206K	0.01%	159
2020 Q3	–	Sell	-4,237	Closed	-$388K	–	99
2020 Q2	$388K	Sell	4,237 -1,022,734	-100%	-$93.6M	0.06%	52
2020 Q1	$94.1M	Buy	+1,026,971	New	+$94M	16.42%	1
2019 Q1	–	Sell	-1,032,973	Closed	-$94.5M	–	44
2018 Q4	$94.5M	Buy	+1,032,973	New	+$94.5M	21.74%	1

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

Halbert Hargrove Global Advisors's BIL Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 99% in Q2 2026, selling an estimated $69.7K and leaving 10 shares worth $889. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Halbert Hargrove Global Advisors first reported a position in BIL in Q4 2018 and has held it in 14 quarters since. The position peaked at $149M in Q1 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Halbert Hargrove Global Advisors held 10 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $889 as of Q2 2026.
Halbert Hargrove Global Advisors sold 762 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $69.7K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #456 holding.
Halbert Hargrove Global Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and has held it in 14 quarters since.
Halbert Hargrove Global Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $149M in Q1 2025.
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 Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.