Hohimer Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Hohimer Wealth Management’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	$4.65M	Sell	50,790 -952	-2%	-$87.1K	0.46%	57
2026 Q1	$4.74M	Buy	+51,742	New	+$4.74M	0.56%	44
2021 Q3	–	Sell	-4,586	Closed	-$419K	–	196
2021 Q2	$419K	Sell	4,586 -545	-11%	-$49.9K	0.09%	149
2021 Q1	$469K	Sell	5,131 -609	-11%	-$55.7K	0.11%	138
2020 Q4	$525K	Sell	5,740 -420	-7%	-$38.4K	0.14%	141
2020 Q3	$564K	Sell	6,160 -3,124	-34%	-$286K	0.16%	137
2020 Q2	$850K	Sell	9,284 -2,890	-24%	-$265K	0.29%	115
2020 Q1	$1.11M	Buy	+12,174	New	+$1.11M	0.47%	89

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

Hohimer Wealth Management's BIL Position: Q2 2026 in Review

Hohimer Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.8% in Q2 2026, selling an estimated $87.1K and leaving 50,790 shares worth $4.65M. The position accounts for 0.46% of the portfolio, ranked #57.

Hohimer Wealth Management first reported a position in BIL in Q1 2020 and has held it in 8 quarters since. The position peaked at $4.74M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Hohimer Wealth Management held 50,790 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $4.65M as of Q2 2026.
Hohimer Wealth Management sold 952 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $87.1K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.46% of Hohimer Wealth Management's portfolio in Q2 2026, its #57 holding.
Hohimer Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2020 and has held it in 8 quarters since.
Hohimer Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $4.74M in Q1 2026.
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 Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.