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

Intrua Financial’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	$1.04M	Buy	11,331 +555	+5%	+$50.8K	0.1%	158
2026 Q1	$988K	Buy	10,776 +7,127	+195%	+$652K	0.1%	161
2025 Q4	$333K	Sell	3,649 -94	-3%	-$8.61K	0.04%	340
2025 Q3	$343K	Buy	+3,743	New	+$343K	0.04%	323
2025 Q2	–	Sell	-17,372	Closed	-$1.59M	–	374
2025 Q1	$1.59M	Sell	17,372 -109	-0.6%	-$9.98K	0.23%	83
2024 Q4	$1.6M	Sell	17,481 -381	-2%	-$34.9K	0.25%	75
2024 Q3	$1.64M	Buy	+17,862	New	+$1.64M	0.24%	75
2023 Q2	–	Sell	-7,234	Closed	-$662K	–	360
2023 Q1	$662K	Sell	7,234 -445	-6%	-$40.8K	0.14%	145
2022 Q4	$704K	Buy	+7,679	New	+$703K	0.16%	138
2021 Q1	–	Sell	-12,187	Closed	-$1.11M	–	288
2020 Q4	$1.11M	Buy	12,187 +236	+2%	+$21.6K	0.5%	39
2020 Q3	$1.09M	Buy	11,951 +471	+4%	+$43.1K	0.54%	36
2020 Q2	$1.05M	Buy	+11,480	New	+$1.05M	0.4%	56

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

Intrua Financial's BIL Position: Q2 2026 in Review

Intrua Financial increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 5.2% in Q2 2026, buying an estimated $50.8K and bringing the position to 11,331 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #158.

Intrua Financial first reported a position in BIL in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.64M in Q3 2024. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Intrua Financial held 11,331 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.04M as of Q2 2026.
Intrua Financial bought 555 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $50.8K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.1% of Intrua Financial's portfolio in Q2 2026, its #158 holding.
Intrua Financial first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2020 and has held it in 12 quarters since.
Intrua Financial's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.64M in Q3 2024.
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 Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.