LJAC
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L.J. Altfest & Co’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

L.J. Altfest & 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 		$27.5M Buy
300,149
+274,206
+1,057% +$25.1M 2.67% 9
2026
Q1 		$2.38M Sell
25,943
-133,446
-84% -$12.2M 0.25% 72
2025
Q4 		$14.6M Buy
159,389
+47,230
+42% +$4.32M 1.59% 16
2025
Q3 		$10.3M Buy
112,159
+60,788
+118% +$5.57M 1.15% 22
2025
Q2 		$4.71M Sell
51,371
-118,084
-70% -$10.8M 0.56% 42
2025
Q1 		$15.5M Sell
169,455
-120,043
-41% -$11M 1.95% 15
2024
Q4 		$26.5M Buy
289,498
+51,694
+22% +$4.73M 3.38% 3
2024
Q3 		$21.8M Buy
237,804
+71,659
+43% +$6.57M 2.91% 5
2024
Q2 		$15.2M Buy
166,145
+9,327
+6% +$854K 2.08% 15
2024
Q1 		$14.4M Buy
156,818
+12,456
+9% +$1.14M 2.04% 14
2023
Q4 		$13.2M Sell
144,362
-2,283
-2% -$209K 1.91% 13
2023
Q3 		$13.5M Buy
146,645
+38,365
+35% +$3.52M 2.12% 11
2023
Q2 		$9.94M Buy
108,280
+21,276
+24% +$1.95M 1.49% 18
2023
Q1 		$7.99M Buy
87,004
+32,928
+61% +$3.02M 1.25% 22
2022
Q4 		$4.95M Buy
54,076
+51,256
+1,818% +$4.69M 0.82% 27
2022
Q3 		$258K Sell
2,820
-635
-18% -$58.1K 0.05% 227
2022
Q2 		$316K Sell
3,455
-735
-18% -$67.2K 0.06% 198
2022
Q1 		$383K Sell
4,190
-70,820
-94% -$6.47M 0.07% 177
2021
Q4 		$6.86M Buy
75,010
+20,176
+37% +$1.84M 1.31% 19
2021
Q3 		$5.01M Buy
54,834
+31,102
+131% +$2.84M 1.05% 20
2021
Q2 		$2.17M Sell
23,732
-30,092
-56% -$2.75M 0.47% 38
2021
Q1 		$4.92M Sell
53,824
-39,694
-42% -$3.63M 1.16% 17
2020
Q4 		$8.56M Sell
93,518
-16,393
-15% -$1.5M 2.1% 13
2020
Q3 		$10.1M Sell
109,911
-190,060
-63% -$17.4M 2.67% 10
2020
Q2 		$27.5M Buy
299,971
+124,606
+71% +$11.4M 7.9% 1
2020
Q1 		$16.1M Buy
+175,365
New +$16.1M 5.03% 6

Other funds holding BIL

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

L.J. Altfest & Co's BIL Position: Q2 2026 in Review

L.J. Altfest & Co increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1,057% in Q2 2026, buying an estimated $25.1M and bringing the position to 300,149 shares worth $27.5M. The position accounts for 2.67% of the portfolio, ranked #9.

L.J. Altfest & Co first reported a position in BIL in Q1 2020 and has held it in 26 quarters since. 625 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • L.J. Altfest & Co held 300,149 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $27.5M as of Q2 2026.
  • L.J. Altfest & Co bought 274,206 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $25.1M.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.67% of L.J. Altfest & Co's portfolio in Q2 2026, its #9 holding.
  • L.J. Altfest & Co first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2020 and has held it in 26 quarters since.
  • 625 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.