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 Q2	$3.07M	Sell	33,496 -94	-0.3%	-$8.6K	0.23%	58
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 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

JNBA Financial Advisors's BIL Position: Q2 2026 in Review

JNBA Financial Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.28% in Q2 2026, selling an estimated $8.6K and leaving 33,496 shares worth $3.07M. The position accounts for 0.23% of the portfolio, ranked #58.

JNBA Financial Advisors first reported a position in BIL in Q1 2018 and has held it in 33 quarters since. The position peaked at $73.4M in Q2 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

JNBA Financial Advisors held 33,496 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.07M as of Q2 2026.
JNBA Financial Advisors sold 94 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $8.6K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.23% of JNBA Financial Advisors's portfolio in Q2 2026, its #58 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 33 quarters since.
JNBA Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $73.4M in Q2 2025.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.