M Holdings Securities’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

M Holdings Securities’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	$5.23M	Sell	57,187 -22,016	-28%	-$2.01M	0.72%	26
2026 Q1	$7.26M	Sell	79,203 -12,023	-13%	-$1.1M	0.49%	38
2025 Q4	$8.34M	Buy	+91,226	New	+$8.35M	0.6%	34
2020 Q2	–	Sell	-81,330	Closed	-$7.45M	–	170
2020 Q1	$7.45M	Buy	+81,330	New	+$7.44M	1.1%	19
2019 Q3	–	Sell	-10,200	Closed	-$934K	–	160
2019 Q2	$934K	Sell	10,200 -1,800	-15%	-$165K	0.32%	82
2019 Q1	$1.1M	Buy	12,000 +2,000	+20%	+$183K	0.25%	101
2018 Q4	$915K	Buy	+10,000	New	+$915K	0.28%	96
2015 Q1	–	Sell	-2,266	Closed	-$207K	–	188
2014 Q4	$207K	Buy	+2,266	New	+$207K	0.13%	169

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

M Holdings Securities's BIL Position: Q2 2026 in Review

M Holdings Securities reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 28% in Q2 2026, selling an estimated $2.01M and leaving 57,187 shares worth $5.23M. The position accounts for 0.72% of the portfolio, ranked #26.

M Holdings Securities first reported a position in BIL in Q4 2014 and has held it in 8 quarters since. The position peaked at $8.34M in Q4 2025. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

M Holdings Securities held 57,187 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $5.23M as of Q2 2026.
M Holdings Securities sold 22,016 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.01M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.72% of M Holdings Securities's portfolio in Q2 2026, its #26 holding.
M Holdings Securities first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2014 and has held it in 8 quarters since.
M Holdings Securities's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $8.34M 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 M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.