Live Oak Private Wealth’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Live Oak Private Wealth’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	$1.55M	Buy	+16,926	New	+$1.55M	0.19%	90

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

Live Oak Private Wealth's BIL Position: Q2 2026 in Review

Live Oak Private Wealth opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026: 16,926 shares worth $1.55M. The stake represents 0.19% of the portfolio and ranks #90 among its holdings.

1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Live Oak Private Wealth held 16,926 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.55M as of Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Live Oak Private Wealth position in Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.19% of Live Oak Private Wealth's portfolio in Q2 2026, its #90 holding.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.