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

Icon Wealth 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
2025 Q2	–	Sell	-4,213	Closed	-$386K	–	514
2025 Q1	$386K	Buy	4,213 +1,597	+61%	+$146K	0.03%	253
2024 Q4	$239K	Buy	+2,616	New	+$240K	0.02%	342
2024 Q3	–	Sell	-3,457	Closed	-$317K	–	480
2024 Q2	$317K	Buy	+3,457	New	+$317K	0.03%	273

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Icon Wealth Advisors's BIL Position: Q2 2025 in Review

Icon Wealth Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2025, closing a stake of 4,213 shares — an estimated $386K sold.

Icon Wealth Advisors first reported a position in BIL in Q2 2024 and held it in 3 quarters. The position peaked at $386K in Q1 2025. 1,175 funds tracked by Wall St. Rank hold BIL as of Q2 2025.

Icon Wealth Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2025 after selling out during the quarter.
Icon Wealth Advisors sold 4,213 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2025, an estimated $386K.
Icon Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and held it in 3 quarters.
Icon Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $386K in Q1 2025.
1,175 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2025.

Based on Icon Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.