Joel Isaacson & Co’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Joel Isaacson & Co’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	$564K	Buy	6,149 +89	+1%	+$8.14K	0.02%	287
2026 Q1	$555K	Buy	6,060 +34	+0.6%	+$3.11K	0.02%	263
2025 Q4	$551K	Buy	6,026 +83	+1%	+$7.6K	0.02%	273
2025 Q3	$545K	Buy	5,943 +61	+1%	+$5.59K	0.02%	263
2025 Q2	$540K	Buy	5,882 +60	+1%	+$5.5K	0.02%	241
2025 Q1	$534K	Buy	5,822 +39	+0.7%	+$3.57K	0.02%	232
2024 Q4	$529K	Buy	5,783 +91	+2%	+$8.33K	0.02%	221
2024 Q3	$523K	Buy	5,692 +73	+1%	+$6.69K	0.02%	209
2024 Q2	$516K	Buy	5,619 +64	+1%	+$5.86K	0.03%	209
2024 Q1	$510K	Buy	5,555 +46	+0.8%	+$4.21K	0.03%	208
2023 Q4	$503K	Hold	5,509	–	–	0.03%	188
2023 Q3	$506K	Hold	5,509	–	–	0.03%	183
2023 Q2	$506K	Hold	5,509	–	–	0.03%	191
2023 Q1	$506K	Buy	+5,509	New	+$505K	0.04%	187

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

Joel Isaacson & Co's BIL Position: Q2 2026 in Review

Joel Isaacson & Co increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.5% in Q2 2026, buying an estimated $8.14K and bringing the position to 6,149 shares worth $564K. The position accounts for 0.02% of the portfolio, ranked #287.

Joel Isaacson & Co first reported a position in BIL in Q1 2023 and has held it in 14 quarters since. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Joel Isaacson & Co held 6,149 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $564K as of Q2 2026.
Joel Isaacson & Co bought 89 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $8.14K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.02% of Joel Isaacson & Co's portfolio in Q2 2026, its #287 holding.
Joel Isaacson & Co first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
1,289 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.