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

MBA Advisors’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	$2.83M	Sell	30,888 -2,190	-7%	-$200K	0.95%	21
2026 Q1	$3.03M	Sell	33,078 -681	-2%	-$62.3K	1.16%	20
2025 Q4	$3.08M	Sell	33,759 -7,499	-18%	-$687K	1.24%	20
2025 Q3	$3.79M	Buy	41,258 +509	+1%	+$46.6K	1.62%	17
2025 Q2	$3.74M	Buy	40,749 +5,684	+16%	+$521K	1.73%	16
2025 Q1	$3.22M	Buy	35,065 +3,228	+10%	+$296K	1.59%	17
2024 Q4	$2.91M	Buy	31,837 +5,459	+21%	+$500K	1.46%	20
2024 Q3	$2.42M	Buy	26,378 +19,809	+302%	+$1.82M	1.16%	23
2024 Q2	$603K	Sell	6,569 -166	-2%	-$15.2K	0.31%	67
2024 Q1	$618K	Sell	6,735 -6,159	-48%	-$564K	0.32%	67
2023 Q4	$1.18M	Sell	12,894 -3,614	-22%	-$331K	0.66%	38
2023 Q3	$1.52M	Sell	16,508 -2,032	-11%	-$186K	0.93%	29
2023 Q2	$1.7M	Buy	18,540 +2,082	+13%	+$191K	1.02%	27
2023 Q1	$1.51M	Buy	16,458 +802	+5%	+$73.5K	0.94%	31
2022 Q4	$1.43M	Buy	15,656 +3,451	+28%	+$316K	0.94%	32
2022 Q3	$1.12M	Buy	12,205 +4,415	+57%	+$404K	0.81%	34
2022 Q2	$713K	Buy	7,790 +1,099	+16%	+$100K	0.49%	55
2022 Q1	$612K	Buy	+6,691	New	+$612K	0.38%	71

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

MBA Advisors's BIL Position: Q2 2026 in Review

MBA Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 6.6% in Q2 2026, selling an estimated $200K and leaving 30,888 shares worth $2.83M. The position accounts for 0.95% of the portfolio, ranked #21.

MBA Advisors first reported a position in BIL in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.79M in Q3 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

MBA Advisors held 30,888 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.83M as of Q2 2026.
MBA Advisors sold 2,190 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $200K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.95% of MBA Advisors's portfolio in Q2 2026, its #21 holding.
MBA Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2022 and has held it in 18 quarters since.
MBA Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.79M in Q3 2025.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.