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

Legacy Investment Solutions’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
2025 Q2	$7.69M	Buy	+83,849	New	+$7.68M	4%	4
2024 Q4	$10.2M	Sell	111,759 -19,957	-15%	-$1.83M	6.54%	4
2024 Q3	$12.1M	Buy	+131,716	New	+$12.1M	7.04%	3

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Legacy Investment Solutions's BIL Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2025: 83,849 shares worth $7.69M. The stake represents 4% of the portfolio and ranks #4 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in BIL as recently as Q4 2024.

Legacy Investment Solutions first reported a position in BIL in Q3 2024 and has held it in 3 quarters since. The position peaked at $12.1M in Q3 2024. 1,177 funds tracked by Wall St. Rank hold BIL as of Q2 2025.

Legacy Investment Solutions held 83,849 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $7.69M as of Q2 2025.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Legacy Investment Solutions position in Q2 2025.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 4% of Legacy Investment Solutions's portfolio in Q2 2025, its #4 holding.
Legacy Investment Solutions first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2024 and has held it in 3 quarters since.
Legacy Investment Solutions's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $12.1M in Q3 2024.
1,177 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.