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

IPG Investment 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	$4.54M	Sell	49,567 -25,580	-34%	-$2.34M	0.65%	39
2026 Q1	$6.89M	Sell	75,147 -12,190	-14%	-$1.12M	1.18%	20
2025 Q4	$7.98M	Sell	87,337 -2,580	-3%	-$236K	1.4%	16
2025 Q3	$8.25M	Sell	89,917 -19,425	-18%	-$1.78M	1.47%	18
2025 Q2	$10M	Sell	109,342 -10,824	-9%	-$991K	1.96%	13
2025 Q1	$11M	Buy	120,166 +83,149	+225%	+$7.62M	2.49%	12
2024 Q4	$3.38M	Buy	37,017 +1,197	+3%	+$110K	0.77%	29
2024 Q3	$3.29M	Sell	35,820 -31,826	-47%	-$2.92M	0.72%	34
2024 Q2	$6.21M	Sell	67,646 -10,806	-14%	-$990K	1.36%	19
2024 Q1	$7.2M	Buy	78,452 +27,425	+54%	+$2.51M	1.57%	18
2023 Q4	$4.66M	Sell	51,027 -32,650	-39%	-$2.99M	0.93%	30
2023 Q3	$7.68M	Buy	83,677 +29,410	+54%	+$2.7M	1.69%	19
2023 Q2	$4.98M	Buy	54,267 +850	+2%	+$77.9K	1.09%	23
2023 Q1	$4.9M	Sell	53,417 -49,420	-48%	-$4.53M	1.12%	25
2022 Q4	$9.41M	Buy	102,837 +14,030	+16%	+$1.28M	2.62%	11
2022 Q3	$8.13M	Buy	88,807 +10,930	+14%	+$1,000K	2.28%	15
2022 Q2	$7.13M	Buy	77,877 +50,750	+187%	+$4.64M	1.78%	16
2022 Q1	$2.48M	Sell	27,127 -25,460	-48%	-$2.33M	0.47%	34
2021 Q4	$4.81M	Buy	52,587 +26,219	+99%	+$2.4M	0.87%	23
2021 Q3	$2.41M	Buy	26,368 +19,430	+280%	+$1.78M	0.76%	23
2021 Q2	$635K	Sell	6,938 -48,442	-87%	-$4.43M	0.19%	71
2021 Q1	$5.07M	Buy	+55,380	New	+$5.07M	0.99%	30
2016 Q4	–	Sell	-2,575	Closed	-$236K	–	130
2016 Q3	$236K	Buy	+2,575	New	+$235K	0.1%	98

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

IPG Investment Advisors's BIL Position: Q2 2026 in Review

IPG Investment Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 34% in Q2 2026, selling an estimated $2.34M and leaving 49,567 shares worth $4.54M. The position accounts for 0.65% of the portfolio, ranked #39.

IPG Investment Advisors first reported a position in BIL in Q3 2016 and has held it in 23 quarters since. The position peaked at $11M in Q1 2025. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

IPG Investment Advisors held 49,567 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $4.54M as of Q2 2026.
IPG Investment Advisors sold 25,580 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.34M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.65% of IPG Investment Advisors's portfolio in Q2 2026, its #39 holding.
IPG Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2016 and has held it in 23 quarters since.
IPG Investment Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $11M in Q1 2025.
1,290 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

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