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

Harbor Investment Advisory’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	$9.66M	Buy	105,408 +8,257	+8%	+$756K	0.67%	25
2026 Q1	$8.9M	Sell	97,151 -53	-0.1%	-$4.85K	0.7%	24
2025 Q4	$8.88M	Sell	97,204 -3,601	-4%	-$330K	0.67%	25
2025 Q3	$9.25M	Sell	100,805 -5,627	-5%	-$515K	0.76%	21
2025 Q2	$9.76M	Buy	106,432 +10,493	+11%	+$961K	0.87%	19
2025 Q1	$8.8M	Buy	95,939 +22,170	+30%	+$2.03M	0.86%	19
2024 Q4	$6.74M	Buy	73,769 +11,588	+19%	+$1.06M	0.63%	27
2024 Q3	$5.71M	Buy	62,181 +11,212	+22%	+$1.03M	0.56%	30
2024 Q2	$4.68M	Buy	50,969 +9,792	+24%	+$897K	0.49%	35
2024 Q1	$3.78M	Buy	41,177 +17,624	+75%	+$1.61M	0.4%	50
2023 Q4	$2.15M	Buy	23,553 +12,515	+113%	+$1.15M	0.25%	74
2023 Q3	$1.01M	Buy	11,038 +11,006	+34,394%	+$1.01M	0.13%	128
2023 Q2	$2.94K	Sell	32 -17	-35%	-$1.56K	﹤0.01%	1185
2023 Q1	$4.5K	Buy	+49	New	+$4.49K	﹤0.01%	1147
2022 Q1	–	Sell	-5	Closed	–	–	1337
2021 Q4	$0	Hold	5	–	–	﹤0.01%	1308
2021 Q3	$0	Buy	5 +2	+67%	+$183	﹤0.01%	1310
2021 Q2	$0	Hold	3	–	–	﹤0.01%	1256
2021 Q1	$0	Hold	3	–	–	﹤0.01%	1257
2020 Q4	$0	Buy	+3	New	+$275	﹤0.01%	1198
2020 Q3	–	Sell	-234	Closed	-$21K	–	1137
2020 Q2	$21K	Hold	234	–	–	﹤0.01%	616
2020 Q1	$21K	Sell	234 -199	-46%	-$18.2K	0.01%	564
2019 Q4	$40K	Buy	+433	New	+$39.6K	0.01%	448

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Harbor Investment Advisory's BIL Position: Q2 2026 in Review

Harbor Investment Advisory increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 8.5% in Q2 2026, buying an estimated $756K and bringing the position to 105,408 shares worth $9.66M. The position accounts for 0.67% of the portfolio, ranked #25.

Harbor Investment Advisory first reported a position in BIL in Q4 2019 and has held it in 22 quarters since. The position peaked at $9.76M in Q2 2025. 228 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Harbor Investment Advisory held 105,408 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $9.66M as of Q2 2026.
Harbor Investment Advisory bought 8,257 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $756K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.67% of Harbor Investment Advisory's portfolio in Q2 2026, its #25 holding.
Harbor Investment Advisory first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and has held it in 22 quarters since.
Harbor Investment Advisory's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $9.76M in Q2 2025.
228 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.