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

HBK Sorce 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	–	Sell	-2,299	Closed	-$210K	–	675
2026 Q1	$210K	Sell	2,299 -2,591	-53%	-$237K	﹤0.01%	596
2025 Q4	$447K	Sell	4,890 -871	-15%	-$79.7K	0.01%	383
2025 Q3	$528K	Buy	+5,761	New	+$528K	0.01%	349
2024 Q1	–	Sell	-2,597	Closed	-$237K	–	607
2023 Q4	$237K	Sell	2,597 -7,912	-75%	-$724K	0.01%	473
2023 Q3	$965K	Sell	10,509 -306	-3%	-$28K	0.04%	206
2023 Q2	$993K	Buy	10,815 +2,864	+36%	+$262K	0.04%	206
2023 Q1	$730K	Buy	+7,951	New	+$728K	0.03%	260

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

HBK Sorce Advisory's BIL Position: Q2 2026 in Review

HBK Sorce Advisory sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 2,299 shares — an estimated $210K sold.

HBK Sorce Advisory first reported a position in BIL in Q1 2023 and held it in 7 quarters. The position peaked at $993K in Q2 2023. 1,300 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

HBK Sorce Advisory reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
HBK Sorce Advisory sold 2,299 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $210K.
HBK Sorce Advisory first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and held it in 7 quarters.
HBK Sorce Advisory's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $993K in Q2 2023.
1,300 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.