Legacy Capital Group California’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Legacy Capital Group California’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	$7.84M	Sell	85,499 -7,280	-8%	-$666K	2.36%	3
2026 Q1	$8.5M	Buy	92,779 +6,756	+8%	+$618K	3.24%	2
2025 Q4	$7.86M	Buy	86,023 +1,835	+2%	+$168K	1.9%	5
2025 Q3	$7.72M	Sell	84,188 -3,367	-4%	-$308K	1.97%	5
2025 Q2	$8.03M	Buy	87,555 +19,833	+29%	+$1.82M	2.23%	5
2025 Q1	$6.21M	Buy	67,722 +5,525	+9%	+$506K	2.16%	5
2024 Q4	$5.69M	Buy	62,197 +4,561	+8%	+$418K	1.73%	5
2024 Q3	$5.29M	Buy	57,636 +4,405	+8%	+$404K	1.76%	4
2024 Q2	$4.89M	Buy	53,231 +7,857	+17%	+$720K	1.76%	4
2024 Q1	$4.17M	Sell	45,374 -15,459	-25%	-$1.42M	1.54%	8
2023 Q4	$5.56M	Sell	60,833 -18,317	-23%	-$1.68M	2.15%	3
2023 Q3	$7.27M	Sell	79,150 -16,755	-17%	-$1.54M	3.12%	3
2023 Q2	$8.81M	Buy	95,905 +9,744	+11%	+$893K	3.62%	3
2023 Q1	$7.91M	Buy	+86,161	New	+$7.89M	3.86%	2

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

Legacy Capital Group California's BIL Position: Q2 2026 in Review

Legacy Capital Group California reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 7.8% in Q2 2026, selling an estimated $666K and leaving 85,499 shares worth $7.84M. The position accounts for 2.36% of the portfolio, ranked #3.

Legacy Capital Group California first reported a position in BIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.81M in Q2 2023. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Legacy Capital Group California held 85,499 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $7.84M as of Q2 2026.
Legacy Capital Group California sold 7,280 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $666K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.36% of Legacy Capital Group California's portfolio in Q2 2026, its #3 holding.
Legacy Capital Group California first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
Legacy Capital Group California's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $8.81M in Q2 2023.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.