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Timothy G. Youngquist 2020 Irrevocable Trust’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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
-22,292
Closed -$2.04M – 156
2026
Q1 		$2.04M Buy
+22,292
New +$2.04M 0.88% 32

Other funds holding BIL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's BIL Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 22,292 shares — an estimated $2.04M sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in BIL in Q1 2026 and held it in 1 quarter. The position peaked at $2.04M in Q1 2026. 856 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 22,292 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.04M.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.04M in Q1 2026.
  • 856 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.