J. M. Brown & Associates’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

J. M. Brown & Associates’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	$1,000K	Buy	+10,910	New	+$998K	0.57%	50

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

J. M. Brown & Associates's BIL Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026: 10,910 shares worth $1,000K. The stake represents 0.57% of the portfolio and ranks #50 among its holdings.

1,246 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

J. M. Brown & Associates held 10,910 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1,000K as of Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new J. M. Brown & Associates position in Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.57% of J. M. Brown & Associates's portfolio in Q2 2026, its #50 holding.
1,246 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.