LRI Investments’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

LRI Investments’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	-22	Closed	-$2.03K	–	1961
2026 Q1	$2.03K	Sell	22 -154	-88%	-$14.1K	﹤0.01%	1258
2025 Q4	$16.1K	Buy	176 +69	+64%	+$6.32K	﹤0.01%	756
2025 Q3	$9.82K	Hold	107	–	–	﹤0.01%	879
2025 Q2	$9.81K	Hold	107	–	–	﹤0.01%	847
2025 Q1	$9.81K	Hold	107	–	–	﹤0.01%	797
2024 Q4	$9.78K	Hold	107	–	–	﹤0.01%	796
2024 Q3	$9.8K	Hold	107	–	–	﹤0.01%	792
2024 Q2	$9.82K	Hold	107	–	–	﹤0.01%	753
2024 Q1	$9.82K	Buy	+107	New	+$9.8K	﹤0.01%	512

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

LRI Investments's BIL Position: Q2 2026 in Review

LRI Investments sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 22 shares — an estimated $2.03K sold.

LRI Investments first reported a position in BIL in Q1 2024 and held it in 9 quarters. The position peaked at $16.1K in Q4 2025. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

LRI Investments reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
LRI Investments sold 22 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.03K.
LRI Investments first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and held it in 9 quarters.
LRI Investments's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $16.1K in Q4 2025.
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 LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.