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Matthew Hamilton Rosenberg’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Matthew Hamilton Rosenberg’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 		$1.58M Sell
17,254
-20,999
-55% -$1.92M 0.29% 39
2026
Q1 		$3.51M Buy
38,253
+230
+0.6% +$21K 0.72% 19
2025
Q4 		$3.47M Sell
38,023
-7,039
-16% -$644K 0.72% 21
2025
Q3 		$4.13M Sell
45,062
-3,813
-8% -$349K 0.89% 18
2025
Q2 		$4.48M Sell
48,875
-15,570
-24% -$1.43M 1.04% 15
2025
Q1 		$5.91M Sell
64,445
-8,436
-12% -$773K 1.48% 12
2024
Q4 		$6.66M Buy
72,881
+2,286
+3% +$209K 1.73% 12
2024
Q3 		$6.48M Sell
70,595
-11,242
-14% -$1.03M 1.7% 11
2024
Q2 		$7.48M Sell
81,837
-28,347
-26% -$2.6M 2.21% 8
2024
Q1 		$10.1M Buy
110,184
+8,972
+9% +$822K 2.91% 6
2023
Q4 		$9.25M Buy
101,212
+6,181
+7% +$566K 2.85% 6
2023
Q3 		$8.73M Buy
95,031
+76,950
+426% +$7.05M 2.91% 7
2023
Q2 		$1.66M Sell
18,081
-4,380
-20% -$401K 0.56% 25
2023
Q1 		$2.06M Buy
22,461
+22,380
+27,630% +$2.05M 0.67% 24
2022
Q4 		$7.41K Sell
81
-3
-4% -$275 ﹤0.01% 694
2022
Q3 		$8K Buy
84
+3
+4% +$274 ﹤0.01% 660
2022
Q2 		$7K Buy
+81
New +$7.41K ﹤0.01% 672

Other funds holding BIL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Matthew Hamilton Rosenberg's BIL Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 55% in Q2 2026, selling an estimated $1.92M and leaving 17,254 shares worth $1.58M. The position accounts for 0.29% of the portfolio, ranked #39.

Matthew Hamilton Rosenberg first reported a position in BIL in Q2 2022 and has held it in 17 quarters since. The position peaked at $10.1M in Q1 2024. 258 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Matthew Hamilton Rosenberg held 17,254 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.58M as of Q2 2026.
  • Matthew Hamilton Rosenberg sold 20,999 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.92M.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.29% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #39 holding.
  • Matthew Hamilton Rosenberg first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2022 and has held it in 17 quarters since.
  • Matthew Hamilton Rosenberg's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $10.1M in Q1 2024.
  • 258 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.