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Innovative Asset Advisors Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Innovative Asset Advisors 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 		– Sell
-6,336
Closed -$581K – 358
2026
Q1 		$581K Buy
+6,336
New +$580K 0.34% 57

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Innovative Asset Advisors Group's BIL Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 6,336 shares — an estimated $581K sold.

Innovative Asset Advisors Group first reported a position in BIL in Q1 2026 and held it in 1 quarter. The position peaked at $581K in Q1 2026. 1,246 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 6,336 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $581K.
  • Innovative Asset Advisors Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $581K in Q1 2026.
  • 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 Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.