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

Intellus Advisors’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	$387K	Sell	4,221 -5,033	-54%	-$461K	0.05%	88
2026 Q1	$848K	Buy	9,254 +4,039	+77%	+$370K	0.12%	55
2025 Q4	$477K	Sell	5,215 -351	-6%	-$32.1K	0.06%	77
2025 Q3	$511K	Sell	5,566 -4,967	-47%	-$455K	0.07%	77
2025 Q2	$966K	Buy	10,533 +4,074	+63%	+$373K	0.14%	53
2025 Q1	$592K	Buy	6,459 +4,035	+166%	+$370K	0.1%	67
2024 Q4	$222K	Buy	+2,424	New	+$222K	0.04%	105

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

Intellus Advisors's BIL Position: Q2 2026 in Review

Intellus Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 54% in Q2 2026, selling an estimated $461K and leaving 4,221 shares worth $387K. The position accounts for 0.05% of the portfolio, ranked #88.

Intellus Advisors first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $966K in Q2 2025. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Intellus Advisors held 4,221 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $387K as of Q2 2026.
Intellus Advisors sold 5,033 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $461K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.05% of Intellus Advisors's portfolio in Q2 2026, its #88 holding.
Intellus Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
Intellus Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $966K in Q2 2025.
1,289 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.