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JNBA Financial Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

JNBA Financial 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
2026
Q1 		$3.08M Buy
33,590
+21,752
+184% +$1.99M 0.26% 53
2025
Q4 		$1.08M Sell
11,838
-13,052
-52% -$1.19M 0.09% 92
2025
Q3 		$2.28M Sell
24,890
-775,496
-97% -$71M 0.21% 58
2025
Q2 		$73.4M Buy
800,386
+41,997
+6% +$3.85M 7.06% 3
2025
Q1 		$69.6M Buy
758,389
+753,734
+16,192% +$69M 7.21% 3
2024
Q4 		$426K Sell
4,655
-2,521
-35% -$231K 0.04% 139
2024
Q3 		$659K Sell
7,176
-3,087
-30% -$283K 0.07% 114
2024
Q2 		$942K Sell
10,263
-315
-3% -$28.9K 0.1% 92
2024
Q1 		$971K Buy
10,578
+1,447
+16% +$133K 0.1% 98
2023
Q4 		$834K Buy
9,131
+1,401
+18% +$128K 0.09% 108
2023
Q3 		$710K Sell
7,730
-415
-5% -$38K 0.09% 112
2023
Q2 		$748K Buy
8,145
+864
+12% +$79.2K 0.09% 112
2023
Q1 		$669K Sell
7,281
-2,725
-27% -$250K 0.09% 114
2022
Q4 		$915K Buy
10,006
+6,699
+203% +$613K 0.13% 101
2022
Q3 		$303K Buy
3,307
+1,475
+81% +$135K 0.05% 152
2022
Q2 		$168K Sell
1,832
-218
-11% -$19.9K 0.03% 193
2022
Q1 		$187K Sell
2,050
-531
-21% -$48.5K 0.02% 192
2021
Q4 		$236K Sell
2,581
-879
-25% -$80.4K 0.03% 184
2021
Q3 		$316K Hold
3,460
– – 0.04% 158
2021
Q2 		$316K Sell
3,460
-5,220
-60% -$478K 0.04% 158
2021
Q1 		$794K Sell
8,680
-3,916
-31% -$358K 0.12% 97
2020
Q4 		$1.15M Sell
12,596
-10,954
-47% -$1M 0.19% 75
2020
Q3 		$2.15M Sell
23,550
-18,237
-44% -$1.67M 0.43% 50
2020
Q2 		$3.83M Sell
41,787
-10,836
-21% -$992K 0.82% 31
2020
Q1 		$4.82M Sell
52,623
-30,644
-37% -$2.8M 1.16% 24
2019
Q4 		$7.61M Sell
83,267
-61,324
-42% -$5.61M 1.45% 16
2019
Q3 		$13.2M Sell
144,591
-48,829
-25% -$4.47M 2.69% 9
2019
Q2 		$17.7M Sell
193,420
-142,352
-42% -$13M 3.61% 6
2019
Q1 		$30.8M Sell
335,772
-197,252
-37% -$18.1M 6.61% 4
2018
Q4 		$48.8M Buy
+533,024
New +$48.8M 11.05% 1
2018
Q3 		– Sell
-1,272
Closed -$116K – 503
2018
Q2 		$116K Hold
1,272
– – 0.02% 159
2018
Q1 		$116K Buy
+1,272
New +$116K 0.02% 157

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

JNBA Financial Advisors's BIL Position: Q1 2026 in Review

JNBA Financial Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 184% in Q1 2026, buying an estimated $1.99M and bringing the position to 33,590 shares worth $3.08M. The position accounts for 0.26% of the portfolio, ranked #53.

JNBA Financial Advisors first reported a position in BIL in Q1 2018 and has held it in 32 quarters since. The position peaked at $73.4M in Q2 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

  • JNBA Financial Advisors held 33,590 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.08M as of Q1 2026.
  • JNBA Financial Advisors bought 21,752 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $1.99M.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.26% of JNBA Financial Advisors's portfolio in Q1 2026, its #53 holding.
  • JNBA Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2018 and has held it in 32 quarters since.
  • JNBA Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $73.4M in Q2 2025.
  • 1,309 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.