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

Independent Financial Group’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	$10.5M	Sell	114,972 -176	-0.2%	-$16.1K	0.2%	96
2026 Q1	$10.6M	Sell	115,148 -15,585	-12%	-$1.43M	0.24%	78
2025 Q4	$11.9M	Sell	130,733 -13,402	-9%	-$1.23M	0.27%	66
2025 Q3	$13.2M	Sell	144,135 -12,147	-8%	-$1.11M	0.32%	51
2025 Q2	$14.3M	Buy	156,282 +43,141	+38%	+$3.95M	0.4%	38
2025 Q1	$10.4M	Buy	113,141 +14,281	+14%	+$1.31M	0.36%	48
2024 Q4	$9.04M	Buy	98,860 +21,965	+29%	+$2.01M	0.3%	54
2024 Q3	$7.06M	Sell	76,895 -21,480	-22%	-$1.97M	0.26%	74
2024 Q2	$9.03M	Buy	98,375 +16,150	+20%	+$1.48M	0.36%	45
2024 Q1	$7.55M	Buy	82,225 +2,279	+3%	+$209K	0.35%	54
2023 Q4	$7.31M	Buy	79,946 +49,694	+164%	+$4.55M	0.39%	37
2023 Q3	$2.78M	Buy	30,252 +9,947	+49%	+$912K	0.18%	117
2023 Q2	$1.86M	Sell	20,305 -15,702	-44%	-$1.44M	0.13%	177
2023 Q1	$3.31M	Buy	36,007 +5,394	+18%	+$494K	0.26%	84
2022 Q4	$2.8M	Buy	30,613 +1,466	+5%	+$134K	0.24%	86
2022 Q3	$2.67M	Buy	29,147 +8,240	+39%	+$754K	0.24%	77
2022 Q2	$1.91M	Buy	20,907 +6,496	+45%	+$594K	0.2%	116
2022 Q1	$1.32M	Buy	14,411 +8,138	+130%	+$744K	0.11%	188
2021 Q4	$574K	Sell	6,273 -222	-3%	-$20.3K	0.05%	387
2021 Q3	$594K	Buy	6,495 +190	+3%	+$17.4K	0.06%	324
2021 Q2	$577K	Buy	6,305 +361	+6%	+$33K	0.06%	329
2021 Q1	$544K	Buy	5,944 +2,686	+82%	+$246K	0.07%	316
2020 Q4	$298K	Buy	+3,258	New	+$298K	0.04%	424

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Independent Financial Group's BIL Position: Q2 2026 in Review

Independent Financial Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.15% in Q2 2026, selling an estimated $16.1K and leaving 114,972 shares worth $10.5M. The position accounts for 0.2% of the portfolio, ranked #96.

Independent Financial Group first reported a position in BIL in Q4 2020 and has held it in 23 quarters since. The position peaked at $14.3M in Q2 2025. 1,246 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Independent Financial Group held 114,972 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $10.5M as of Q2 2026.
Independent Financial Group sold 176 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $16.1K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.2% of Independent Financial Group's portfolio in Q2 2026, its #96 holding.
Independent Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and has held it in 23 quarters since.
Independent Financial Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $14.3M in Q2 2025.
1,246 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.