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

Lifestyle Asset 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	–	Sell	-141,794	Closed	-$13M	–	130
2026 Q1	$13M	Buy	+141,794	New	+$13M	4.24%	4
2025 Q4	–	Sell	-11,485	Closed	-$1.05M	–	140
2025 Q3	$1.05M	Buy	+11,485	New	+$1.05M	0.36%	67
2024 Q3	–	Sell	-88,293	Closed	-$8.1M	–	109
2024 Q2	$8.1M	Sell	88,293 -2,865	-3%	-$262K	4.66%	5
2024 Q1	$8.37M	Sell	91,158 -1,707	-2%	-$156K	4.94%	5
2023 Q4	$8.49M	Buy	+92,865	New	+$8.5M	4.72%	7
2023 Q2	–	Sell	-89,747	Closed	-$8.24M	–	90
2023 Q1	$8.24M	Buy	+89,747	New	+$8.22M	5.51%	5

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

Lifestyle Asset Management's BIL Position: Q2 2026 in Review

Lifestyle Asset Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 141,794 shares — an estimated $13M sold.

Lifestyle Asset Management first reported a position in BIL in Q1 2023 and held it in 6 quarters. The position peaked at $13M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Lifestyle Asset Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
Lifestyle Asset Management sold 141,794 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $13M.
Lifestyle Asset Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and held it in 6 quarters.
Lifestyle Asset Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $13M in Q1 2026.
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 Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.