Kestra Advisory Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Kestra Advisory Services’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	$19.1M	Buy	208,029 +60,394	+41%	+$5.53M	0.06%	326
2026 Q1	$13.5M	Sell	147,635 -31,118	-17%	-$2.85M	0.05%	374
2025 Q4	$16.3M	Sell	178,753 -15,838	-8%	-$1.45M	0.07%	290
2025 Q3	$17.9M	Sell	194,591 -68,771	-26%	-$6.3M	0.08%	244
2025 Q2	$24.2M	Sell	263,362 -64,724	-20%	-$5.93M	0.12%	159
2025 Q1	$30.1M	Buy	328,086 +227,860	+227%	+$20.9M	0.15%	110
2024 Q4	$9.16M	Buy	100,226 +22,184	+28%	+$2.03M	0.05%	372
2024 Q3	$7.17M	Sell	78,042 -100,669	-56%	-$9.22M	0.04%	470
2024 Q2	$16.4M	Buy	178,711 +98,684	+123%	+$9.04M	0.09%	234
2024 Q1	$7.35M	Sell	80,027 -136,714	-63%	-$12.5M	0.05%	396
2023 Q4	$19.8M	Buy	216,741 +119,941	+124%	+$11M	0.16%	122
2023 Q3	$8.89M	Buy	96,800 +222	+0.2%	+$20.3K	0.09%	256
2023 Q2	$8.87M	Buy	96,578 +30,790	+47%	+$2.82M	0.09%	248
2023 Q1	$6.04M	Sell	65,788 -291,460	-82%	-$26.7M	0.07%	304
2022 Q4	$32.7M	Sell	357,248 -321,489	-47%	-$29.4M	0.29%	68
2022 Q3	$62.2M	Buy	678,737 +212,574	+46%	+$19.4M	0.67%	15
2022 Q2	$42.6M	Buy	466,163 +315,599	+210%	+$28.9M	0.44%	37
2022 Q1	$13.8M	Buy	150,564 +122,788	+442%	+$11.2M	0.14%	159
2021 Q4	$2.54M	Buy	27,776 +449	+2%	+$41.1K	0.03%	605
2021 Q3	$2.5M	Buy	27,327 +1,503	+6%	+$137K	0.03%	621
2021 Q2	$2.36M	Buy	25,824 +21,758	+535%	+$1.99M	0.03%	586
2021 Q1	$372K	Sell	4,066 -1,354	-25%	-$124K	﹤0.01%	1341
2020 Q4	$496K	Buy	5,420 +5,370	+10,740%	+$491K	0.01%	1214
2020 Q3	$306K	Buy	+50	New	+$4.58K	0.01%	1102

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

Kestra Advisory Services's BIL Position: Q2 2026 in Review

Kestra Advisory Services increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 41% in Q2 2026, buying an estimated $5.53M and bringing the position to 208,029 shares worth $19.1M. The position accounts for 0.06% of the portfolio, ranked #326.

Kestra Advisory Services first reported a position in BIL in Q3 2020 and has held it in 24 quarters since. The position peaked at $62.2M in Q3 2022. 1,294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Kestra Advisory Services held 208,029 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $19.1M as of Q2 2026.
Kestra Advisory Services bought 60,394 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $5.53M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.06% of Kestra Advisory Services's portfolio in Q2 2026, its #326 holding.
Kestra Advisory Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $62.2M in Q3 2022.
1,294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.