J. Safra Sarasin Holding’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

J. Safra Sarasin Holding’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	$1.94M	Buy	21,148 +6,148	+41%	+$563K	0.03%	273
2026 Q1	$1.37M	Hold	15,000	–	–	0.02%	248
2025 Q4	$1.37M	Hold	15,000	–	–	0.02%	241
2025 Q3	$1.38M	Hold	15,000	–	–	0.02%	252
2025 Q2	$1.38M	Hold	15,000	–	–	0.02%	273
2025 Q1	$1.38M	Sell	15,000 -15,000	-50%	-$1.37M	0.02%	274
2024 Q4	$2.74M	Hold	30,000	–	–	0.05%	185
2024 Q3	$2.75M	Hold	30,000	–	–	0.05%	182
2024 Q2	$2.75M	Buy	+30,000	New	+$2.75M	0.05%	185

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

J. Safra Sarasin Holding's BIL Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 41% in Q2 2026, buying an estimated $563K and bringing the position to 21,148 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #273.

J. Safra Sarasin Holding first reported a position in BIL in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.75M in Q3 2024. 1,300 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

J. Safra Sarasin Holding held 21,148 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.94M as of Q2 2026.
J. Safra Sarasin Holding bought 6,148 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $563K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.03% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #273 holding.
J. Safra Sarasin Holding first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and has held it in 9 quarters since.
J. Safra Sarasin Holding's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.75M in Q3 2024.
1,300 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.