Kassira Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Kassira Wealth 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	$6.97M	Buy	76,040 +12,013	+19%	+$1.1M	5.59%	5
2026 Q1	$5.87M	Sell	64,027 -22,606	-26%	-$2.07M	5.39%	5
2025 Q4	$7.92M	Sell	86,633 -2,402	-3%	-$220K	7.51%	3
2025 Q3	$8.17M	Buy	+89,035	New	+$8.16M	7.87%	3

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

Kassira Wealth Management's BIL Position: Q2 2026 in Review

Kassira Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 19% in Q2 2026, buying an estimated $1.1M and bringing the position to 76,040 shares worth $6.97M. The position accounts for 5.59% of the portfolio, ranked #5.

Kassira Wealth Management first reported a position in BIL in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.17M in Q3 2025. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Kassira Wealth Management held 76,040 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.97M as of Q2 2026.
Kassira Wealth Management bought 12,013 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.1M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 5.59% of Kassira Wealth Management's portfolio in Q2 2026, its #5 holding.
Kassira Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2025 and has held it in 4 quarters since.
Kassira Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $8.17M in Q3 2025.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Kassira Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.