J.W. Coons Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

J.W. Coons 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
2025 Q2	$3.17M	Buy	34,573 +7,605	+28%	+$696K	0.72%	42
2025 Q1	$2.47M	Buy	26,968 +1,490	+6%	+$136K	0.65%	43
2024 Q4	$2.33M	Hold	25,478	–	–	0.6%	45
2024 Q3	$2.34M	Buy	25,478 +257	+1%	+$23.5K	0.58%	45
2024 Q2	$2.31M	Hold	25,221	–	–	0.56%	42
2024 Q1	$2.32M	Sell	25,221 -230	-0.9%	-$21.1K	0.52%	43
2023 Q4	$2.33M	Sell	25,451 -5,910	-19%	-$541K	0.63%	42
2023 Q3	$2.88M	Sell	31,361 -1,575	-5%	-$144K	0.83%	30
2023 Q2	$3.02M	Sell	32,936 -5,940	-15%	-$544K	0.83%	32
2023 Q1	$3.57M	Buy	38,876 +11,046	+40%	+$1.01M	1.03%	24
2022 Q4	$2.55M	Sell	27,830 -6,040	-18%	-$553K	0.76%	36
2022 Q3	$3.1M	Buy	33,870 +11,270	+50%	+$1.03M	1.17%	17
2022 Q2	$2.07M	Sell	22,600 -8,900	-28%	-$814K	0.73%	41
2022 Q1	$2.88M	Sell	31,500 -425	-1%	-$38.9K	0.86%	32
2021 Q4	$2.92M	Buy	31,925 +2,560	+9%	+$234K	0.88%	29
2021 Q3	$2.69M	Sell	29,365 -5,976	-17%	-$547K	0.92%	29
2021 Q2	$3.23M	Sell	35,341 -6,963	-16%	-$637K	1.15%	17
2021 Q1	$3.87M	Buy	42,304 +3,530	+9%	+$323K	1.39%	12
2020 Q4	$3.55M	Sell	38,774 -4,385	-10%	-$401K	1.36%	13
2020 Q3	$3.95M	Sell	43,159 -9,620	-18%	-$881K	1.64%	10
2020 Q2	$4.83M	Sell	52,779 -10,735	-17%	-$983K	2.14%	5
2020 Q1	$5.81M	Buy	+63,514	New	+$5.81M	3.05%	5

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

J.W. Coons Advisors's BIL Position: Q2 2025 in Review

J.W. Coons Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 28% in Q2 2025, buying an estimated $696K and bringing the position to 34,573 shares worth $3.17M. The position accounts for 0.72% of the portfolio, ranked #42.

J.W. Coons Advisors first reported a position in BIL in Q1 2020 and has held it in 22 quarters since. The position peaked at $5.81M in Q1 2020. 1,175 funds tracked by Wall St. Rank hold BIL as of Q2 2025.

J.W. Coons Advisors held 34,573 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.17M as of Q2 2025.
J.W. Coons Advisors bought 7,605 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2025, an estimated $696K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.72% of J.W. Coons Advisors's portfolio in Q2 2025, its #42 holding.
J.W. Coons Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2020 and has held it in 22 quarters since.
J.W. Coons Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $5.81M in Q1 2020.
1,175 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.