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

Kestra Investment 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	$496K	Sell	5,412 -801	-13%	-$73.3K	0.01%	318
2026 Q1	$569K	Buy	6,213 +1,121	+22%	+$103K	0.01%	274
2025 Q4	$465K	Buy	5,092 +183	+4%	+$16.8K	0.01%	294
2025 Q3	$450K	Sell	4,909 -561	-10%	-$51.4K	0.01%	291
2025 Q2	$502K	Buy	5,470 +249	+5%	+$22.8K	0.02%	283
2025 Q1	$479K	Buy	5,221 +763	+17%	+$69.9K	0.02%	271
2024 Q4	$408K	Sell	4,458 -1,531	-26%	-$140K	0.02%	266
2024 Q3	$550K	Buy	+5,989	New	+$549K	0.02%	200

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 Investment Management's BIL Position: Q2 2026 in Review

Kestra Investment Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 13% in Q2 2026, selling an estimated $73.3K and leaving 5,412 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #318.

Kestra Investment Management first reported a position in BIL in Q3 2024 and has held it in 8 quarters since. The position peaked at $569K in Q1 2026. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Kestra Investment Management held 5,412 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $496K as of Q2 2026.
Kestra Investment Management sold 801 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $73.3K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #318 holding.
Kestra Investment Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2024 and has held it in 8 quarters since.
Kestra Investment Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $569K in Q1 2026.
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 Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.