Kovitz Investment Group Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Kovitz Investment Group Partners’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	–	Sell	-3,312	Closed	-$304K	–	486
2026 Q1	$304K	Buy	3,312 +16	+0.5%	+$1.46K	0.01%	445
2025 Q4	$301K	Sell	3,296 -357,607	-99%	-$32.7M	0.01%	436
2025 Q3	$33.1M	Buy	360,903 +35,439	+11%	+$3.25M	0.13%	151
2025 Q2	$29.9M	Sell	325,464 -18,077	-5%	-$1.66M	0.13%	144
2025 Q1	$31.5M	Buy	343,541 +49,523	+17%	+$4.54M	0.16%	126
2024 Q4	$26.9M	Sell	294,018 -17,622	-6%	-$1.61M	0.13%	141
2024 Q3	$28.6M	Buy	311,640 +63,218	+25%	+$5.79M	0.2%	94
2024 Q2	$22.8M	Buy	248,422 +48,160	+24%	+$4.41M	0.19%	90
2024 Q1	$18.4M	Buy	+200,262	New	+$18.3M	0.23%	62

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

Kovitz Investment Group Partners's BIL Position: Q2 2026 in Review

Kovitz Investment Group Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 3,312 shares — an estimated $304K sold.

Kovitz Investment Group Partners first reported a position in BIL in Q1 2024 and held it in 9 quarters. The position peaked at $33.1M in Q3 2025. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Kovitz Investment Group Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
Kovitz Investment Group Partners sold 3,312 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $304K.
Kovitz Investment Group Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and held it in 9 quarters.
Kovitz Investment Group Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $33.1M 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 Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.