IronBridge Private Wealth’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

IronBridge Private Wealth’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	$6.73M	Sell	73,439 -76,648	-51%	-$7.01M	2.21%	12
2026 Q1	$13.8M	Buy	150,087 +103,571	+223%	+$9.48M	4.44%	5
2025 Q4	$4.27M	Hold	46,516	–	–	1.35%	20
2025 Q3	$4.27M	Sell	46,516 -181,357	-80%	-$16.6M	1.35%	21
2025 Q2	$20.9M	Buy	227,873 +211,970	+1,333%	+$19.4M	7.29%	2
2025 Q1	$1.46M	Hold	15,903	–	–	0.57%	32
2024 Q4	$1.45M	Hold	15,903	–	–	0.53%	33
2024 Q3	$1.46M	Buy	15,903 +5,619	+55%	+$515K	0.55%	33
2024 Q2	$944K	Hold	10,284	–	–	0.35%	34
2024 Q1	$944K	Buy	10,284 +5,000	+95%	+$458K	0.39%	35
2023 Q4	$483K	Sell	5,284 -307,609	-98%	-$28.2M	0.24%	35
2023 Q3	$28.7M	Sell	312,893 -7,531	-2%	-$690K	15.58%	1
2023 Q2	$29.4M	Sell	320,424 -100,768	-24%	-$9.23M	16.54%	1
2023 Q1	$38.7M	Buy	421,192 +108,737	+35%	+$9.96M	24.72%	1
2022 Q4	$28.6M	Sell	312,455 -29,822	-9%	-$2.73M	23.53%	1
2022 Q3	$31.4M	Buy	342,277 +197,833	+137%	+$18.1M	27.1%	1
2022 Q2	$13.2M	Buy	144,444 +99,017	+218%	+$9.05M	9.91%	4
2022 Q1	$4.15M	Buy	+45,427	New	+$4.15M	2.56%	17
2021 Q2	–	Sell	-41,587	Closed	-$3.81M	–	278
2021 Q1	$3.81M	Buy	+41,587	New	+$3.81M	2.42%	20

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

IronBridge Private Wealth's BIL Position: Q2 2026 in Review

IronBridge Private Wealth reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 51% in Q2 2026, selling an estimated $7.01M and leaving 73,439 shares worth $6.73M. The position accounts for 2.21% of the portfolio, ranked #12.

IronBridge Private Wealth first reported a position in BIL in Q1 2021 and has held it in 19 quarters since. The position peaked at $38.7M in Q1 2023. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

IronBridge Private Wealth held 73,439 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.73M as of Q2 2026.
IronBridge Private Wealth sold 76,648 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $7.01M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.21% of IronBridge Private Wealth's portfolio in Q2 2026, its #12 holding.
IronBridge Private Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2021 and has held it in 19 quarters since.
IronBridge Private Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $38.7M in Q1 2023.
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 IronBridge Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.