JBR Co Financial Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

JBR Co Financial Management’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	$3.59M	Sell	39,166 -93,279	-70%	-$8.54M	1.31%	20
2026 Q1	$12.1M	Hold	132,445	–	–	5.07%	2
2025 Q4	$12.1M	Sell	132,445 -72,806	-35%	-$6.67M	5.07%	2
2025 Q3	$18.8M	Buy	205,251 +44,063	+27%	+$4.04M	7.97%	2
2025 Q2	$14.8M	Buy	161,188 +83,849	+108%	+$7.68M	7.3%	2
2025 Q1	$7.09M	Buy	77,339 +65,667	+563%	+$6.01M	4.15%	3
2024 Q4	$1.07M	Buy	+11,672	New	+$1.07M	0.65%	40

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

JBR Co Financial Management's BIL Position: Q2 2026 in Review

JBR Co Financial Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 70% in Q2 2026, selling an estimated $8.54M and leaving 39,166 shares worth $3.59M. The position accounts for 1.31% of the portfolio, ranked #20.

JBR Co Financial Management first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.8M in Q3 2025. 228 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

JBR Co Financial Management held 39,166 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.59M as of Q2 2026.
JBR Co Financial Management sold 93,279 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $8.54M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.31% of JBR Co Financial Management's portfolio in Q2 2026, its #20 holding.
JBR Co Financial Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
JBR Co Financial Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $18.8M in Q3 2025.
228 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.