Howe & Rusling’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Howe & Rusling’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	$78.9K	Sell	861 -25	-3%	-$2.29K	﹤0.01%	356
2026 Q1	$81.2K	Sell	886 -176	-17%	-$16.1K	0.01%	336
2025 Q4	$97K	Sell	1,062 -203	-16%	-$18.6K	0.01%	332
2025 Q3	$116K	Sell	1,265 -579	-31%	-$53K	0.01%	310
2025 Q2	$169K	Sell	1,844 -635	-26%	-$58.2K	0.01%	289
2025 Q1	$227K	Sell	2,479 -462	-16%	-$42.3K	0.02%	251
2024 Q4	$269K	Buy	+2,941	New	+$269K	0.02%	220
2024 Q2	–	Sell	-1,913	Closed	-$176K	–	365
2024 Q1	$176K	Buy	1,913 +1,871	+4,455%	+$171K	0.02%	252
2023 Q4	$3.84K	Buy	+42	New	+$3.85K	﹤0.01%	347
2022 Q1	–	Sell	-18	Closed	-$2K	–	1007
2021 Q4	$2K	Buy	+18	New	+$1.65K	﹤0.01%	846
2021 Q2	–	Sell	-30	Closed	-$3K	–	947
2021 Q1	$3K	Hold	30	–	–	﹤0.01%	728
2020 Q4	$3K	Buy	+30	New	+$2.75K	﹤0.01%	710

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

Howe & Rusling's BIL Position: Q2 2026 in Review

Howe & Rusling reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 2.8% in Q2 2026, selling an estimated $2.29K and leaving 861 shares worth $78.9K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Howe & Rusling first reported a position in BIL in Q4 2020 and has held it in 12 quarters since. The position peaked at $269K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Howe & Rusling held 861 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $78.9K as of Q2 2026.
Howe & Rusling sold 25 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.29K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #356 holding.
Howe & Rusling first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and has held it in 12 quarters since.
Howe & Rusling's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $269K in Q4 2024.
1,289 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.