Lloyd Advisory Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Lloyd Advisory Services’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	$64.1K	Sell	699 -2,111	-75%	-$193K	0.02%	213
2026 Q1	$258K	Buy	2,810 +497	+21%	+$45.5K	0.07%	130
2025 Q4	$211K	Sell	2,313 -3	-0.1%	-$275	0.08%	115
2025 Q3	$212K	Sell	2,316 -51	-2%	-$4.67K	0.1%	94
2025 Q2	$217K	Sell	2,367 -37	-2%	-$3.39K	0.1%	95
2025 Q1	$220K	Buy	2,404 +26	+1%	+$2.38K	0.11%	91
2024 Q4	$217K	Buy	2,378 +34	+1%	+$3.11K	0.1%	93
2024 Q3	$215K	Buy	2,344 +57	+2%	+$5.22K	0.1%	94
2024 Q2	$210K	Buy	+2,287	New	+$210K	0.1%	90
2024 Q1	–	Sell	-2,773	Closed	-$253K	–	132
2023 Q4	$253K	Buy	+2,773	New	+$254K	0.12%	106
2022 Q4	$20.7M	Sell	226,049 -5,779	-2%	-$529K	14.38%	2
2022 Q3	$21.2M	Buy	+231,828	New	+$21.2M	15.51%	2
2022 Q2	–	Sell	-1,480	Closed	-$135K	–	118
2022 Q1	$135K	Sell	1,480 -631	-30%	-$57.7K	0.06%	130
2021 Q4	$193K	Buy	2,111 +236	+13%	+$21.6K	0.09%	91
2021 Q3	$171K	Buy	1,875 +661	+54%	+$60.5K	0.09%	89
2021 Q2	$111K	Buy	+1,214	New	+$111K	0.06%	110
2020 Q3	–	Sell	-4,068	Closed	-$372K	–	328
2020 Q2	$372K	Buy	+4,068	New	+$372K	0.23%	29

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

Lloyd Advisory Services's BIL Position: Q2 2026 in Review

Lloyd Advisory Services reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 75% in Q2 2026, selling an estimated $193K and leaving 699 shares worth $64.1K. The position accounts for 0.02% of the portfolio, ranked #213.

Lloyd Advisory Services first reported a position in BIL in Q2 2020 and has held it in 17 quarters since. The position peaked at $21.2M in Q3 2022. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Lloyd Advisory Services held 699 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $64.1K as of Q2 2026.
Lloyd Advisory Services sold 2,111 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $193K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.02% of Lloyd Advisory Services's portfolio in Q2 2026, its #213 holding.
Lloyd Advisory Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2020 and has held it in 17 quarters since.
Lloyd Advisory Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $21.2M in Q3 2022.
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 Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.