Independent Advisor Alliance’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Independent Advisor Alliance’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	$1.5M	Sell	16,389 -214,576	-93%	-$19.6M	0.04%	344
2026 Q1	$21.2M	Buy	+230,965	New	+$21.1M	0.23%	88
2025 Q1	–	Sell	-147,761	Closed	-$13.5M	–	839
2024 Q4	$13.5M	Buy	+147,761	New	+$13.5M	0.18%	123
2020 Q1	–	Sell	-98,355	Closed	-$8.99M	–	455
2019 Q4	$8.99M	Buy	+98,355	New	+$9M	0.39%	57
2017 Q2	–	Sell	-2,933	Closed	-$268K	–	248
2017 Q1	$268K	Buy	+2,933	New	+$268K	0.04%	324

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

Independent Advisor Alliance's BIL Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 93% in Q2 2026, selling an estimated $19.6M and leaving 16,389 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #344.

Independent Advisor Alliance first reported a position in BIL in Q1 2017 and has held it in 5 quarters since. The position peaked at $21.2M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Independent Advisor Alliance held 16,389 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.5M as of Q2 2026.
Independent Advisor Alliance sold 214,576 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $19.6M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.04% of Independent Advisor Alliance's portfolio in Q2 2026, its #344 holding.
Independent Advisor Alliance first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2017 and has held it in 5 quarters since.
Independent Advisor Alliance's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $21.2M 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 Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.