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Institute for Wealth Management’s BILL Holdings BILL Stock Holding History

Institute for Wealth Management’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.9K Buy
+1,434
New +$52.8K ﹤0.01% 866
2025
Q4 		– Sell
-6,873
Closed -$364K – 549
2025
Q3 		$364K Sell
6,873
-46
-0.7% -$2.14K 0.04% 400
2025
Q2 		$320K Hold
6,919
– – 0.04% 418
2025
Q1 		$318K Sell
6,919
-65
-0.9% -$4.37K 0.04% 402
2024
Q4 		$592K Sell
6,984
-386
-5% -$28.8K 0.07% 260
2024
Q3 		$389K Sell
7,370
-300
-4% -$15.4K 0.05% 353
2024
Q2 		$404K Buy
7,670
+322
+4% +$18.2K 0.05% 327
2024
Q1 		$505K Buy
7,348
+2,171
+42% +$152K 0.07% 289
2023
Q4 		$422K Buy
+5,177
New +$425K 0.07% 299
2022
Q4 		– Sell
-1,958
Closed -$259K – 454
2022
Q3 		$259K Buy
+1,958
New +$281K 0.06% 366
2022
Q2 		– Sell
-1,198
Closed -$272K – 534
2022
Q1 		$272K Hold
1,198
– – 0.04% 453
2021
Q4 		$298K Buy
1,198
+38
+3% +$10.7K 0.05% 379
2021
Q3 		$310K Sell
1,160
-154
-12% -$35.5K 0.05% 367
2021
Q2 		$241K Buy
+1,314
New +$206K 0.04% 424

Other funds holding BILL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECH
ER Collective Holdings Washington, District of Columbia $308M AUM
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Institute for Wealth Management's BILL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in BILL Holdings (BILL) in Q2 2026: 1,434 shares worth $51.9K. The stake represents ﹤0.01% of the portfolio and ranks #866 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in BILL as recently as Q3 2025.

Institute for Wealth Management first reported a position in BILL in Q2 2021 and has held it in 14 quarters since. The position peaked at $592K in Q4 2024. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Institute for Wealth Management held 1,434 shares of BILL Holdings worth $51.9K as of Q2 2026.
  • BILL Holdings was a new Institute for Wealth Management position in Q2 2026.
  • BILL Holdings made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #866 holding.
  • Institute for Wealth Management first reported a position in BILL Holdings in Q2 2021 and has held it in 14 quarters since.
  • Institute for Wealth Management's BILL Holdings position peaked at $592K in Q4 2024.
  • 341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.