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

IMA Advisory Services’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	$4.48M	Buy	48,903 +26,003	+114%	+$2.38M	0.28%	75
2026 Q1	$2.1M	Sell	22,900 -23,250	-50%	-$2.13M	0.2%	89
2025 Q4	$4.22M	Sell	46,150 -5,500	-11%	-$504K	0.41%	55
2025 Q3	$4.74M	Buy	51,650 +15,776	+44%	+$1.45M	0.48%	43
2025 Q2	$3.29M	Buy	35,874 +5,970	+20%	+$547K	0.35%	55
2025 Q1	$2.74M	Sell	29,904 -54,819	-65%	-$5.02M	0.33%	57
2024 Q4	$7.75M	Sell	84,723 -18,175	-18%	-$1.66M	0.93%	24
2024 Q3	$9.45M	Sell	102,898 -64,345	-38%	-$5.9M	2.06%	11
2024 Q2	$15.3M	Sell	167,243 -7,177	-4%	-$658K	6.78%	1
2024 Q1	$16M	Sell	174,420 -38,107	-18%	-$3.49M	7.57%	1
2023 Q4	$19.4M	Buy	212,527 +51,514	+32%	+$4.72M	9.72%	1
2023 Q3	$14.8M	Buy	+161,013	New	+$14.8M	3.82%	2

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

IMA Advisory Services's BIL Position: Q2 2026 in Review

IMA Advisory Services increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 114% in Q2 2026, buying an estimated $2.38M and bringing the position to 48,903 shares worth $4.48M. The position accounts for 0.28% of the portfolio, ranked #75.

IMA Advisory Services first reported a position in BIL in Q3 2023 and has held it in 12 quarters since. The position peaked at $19.4M in Q4 2023. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

IMA Advisory Services held 48,903 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $4.48M as of Q2 2026.
IMA Advisory Services bought 26,003 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.38M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.28% of IMA Advisory Services's portfolio in Q2 2026, its #75 holding.
IMA Advisory Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023 and has held it in 12 quarters since.
IMA Advisory Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $19.4M in Q4 2023.
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 IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.