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

Lionsbridge Wealth 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	$6.4M	Sell	69,879 -71,875	-51%	-$6.58M	6.28%	1
2026 Q1	$13M	Buy	+141,754	New	+$13M	13.06%	1
2025 Q4	–	Sell	-13,994	Closed	-$1.28M	–	57
2025 Q3	$1.28M	Buy	+13,994	New	+$1.28M	1.26%	33
2025 Q2	–	Sell	-92,411	Closed	-$8.46M	–	59
2025 Q1	$8.46M	Buy	92,411 +35,301	+62%	+$3.23M	7.52%	1
2024 Q4	$5.22M	Buy	+57,110	New	+$5.23M	4.38%	5
2024 Q1	–	Sell	-47,467	Closed	-$4.34M	–	55
2023 Q4	$4.34M	Sell	47,467 -81,492	-63%	-$7.46M	3.47%	8
2023 Q3	$11.8M	Buy	128,959 +84,014	+187%	+$7.7M	11.22%	1
2023 Q2	$4.13M	Sell	44,945 -41,160	-48%	-$3.77M	3.69%	7
2023 Q1	$7.91M	Sell	86,105 -92,554	-52%	-$8.48M	7.3%	3
2022 Q4	$16.3M	Buy	178,659 +25,356	+17%	+$2.32M	15.93%	1
2022 Q3	$14M	Sell	153,303 -33,367	-18%	-$3.05M	20.11%	1
2022 Q2	$17.1M	Buy	186,670 +176,718	+1,776%	+$16.2M	19.74%	1
2022 Q1	$910K	Buy	+9,952	New	+$910K	1.05%	42
2020 Q2	–	Sell	-318,109	Closed	-$29.1M	–	45
2020 Q1	$29.1M	Buy	318,109 +318,062	+676,728%	+$29.1M	34.87%	1
2019 Q4	$4K	Buy	+47	New	+$4.3K	﹤0.01%	146

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

Lionsbridge Wealth Management's BIL Position: Q2 2026 in Review

Lionsbridge Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 51% in Q2 2026, selling an estimated $6.58M and leaving 69,879 shares worth $6.4M. The position accounts for 6.28% of the portfolio, ranked #1.

Lionsbridge Wealth Management first reported a position in BIL in Q4 2019 and has held it in 15 quarters since. The position peaked at $29.1M in Q1 2020. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Lionsbridge Wealth Management held 69,879 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.4M as of Q2 2026.
Lionsbridge Wealth Management sold 71,875 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $6.58M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 6.28% of Lionsbridge Wealth Management's portfolio in Q2 2026, its #1 holding.
Lionsbridge Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and has held it in 15 quarters since.
Lionsbridge Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $29.1M in Q1 2020.
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 Lionsbridge Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.