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

MBL Wealth’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	$139M	Buy	1,518,042 +199,400	+15%	+$18.2M	9.49%	2
2026 Q1	$121M	Buy	1,318,642 +220,599	+20%	+$20.2M	9.14%	2
2025 Q4	$100M	Buy	1,098,043 +31,008	+3%	+$2.84M	8.04%	2
2025 Q3	$97.9M	Buy	1,067,035 +118,624	+13%	+$10.9M	8.55%	2
2025 Q2	$87M	Sell	948,411 -173,761	-15%	-$15.9M	8.32%	2
2025 Q1	$103M	Sell	1,122,172 -68,472	-6%	-$6.27M	10.4%	2
2024 Q4	$109M	Buy	1,190,644 +478,736	+67%	+$43.8M	10.92%	2
2024 Q3	$65.4M	Sell	711,908 -104,656	-13%	-$9.59M	7.03%	2
2024 Q2	$74.9M	Sell	816,564 -240,093	-23%	-$22M	8.37%	2
2024 Q1	$97M	Buy	1,056,657 +46,973	+5%	+$4.3M	11%	2
2023 Q4	$92.3M	Buy	1,009,684 +110,273	+12%	+$10.1M	11.54%	1
2023 Q3	$82.6M	Sell	899,411 -11,066	-1%	-$1.01M	11.63%	1
2023 Q2	$83.6M	Sell	910,477 -17,288	-2%	-$1.58M	11.8%	1
2023 Q1	$85.2M	Buy	927,765 +463,589	+100%	+$42.5M	13.32%	1
2022 Q4	$42.5M	Buy	464,176 +13,225	+3%	+$1.21M	8.12%	2
2022 Q3	$41.3M	Buy	450,951 +411,505	+1,043%	+$37.6M	8.91%	2
2022 Q2	$3.61M	Buy	39,446 +31,770	+414%	+$2.9M	0.9%	31
2022 Q1	$702K	Buy	+7,676	New	+$702K	0.17%	79
2021 Q3	$1.28M	Buy	+13,986	New	+$1.28M	0.44%	44
2021 Q1	$1.54M	Sell	16,786 -3,100	-16%	-$284K	0.54%	43
2020 Q4	$1.82M	Buy	+19,886	New	+$1.82M	0.72%	36

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

MBL Wealth's BIL Position: Q2 2026 in Review

MBL Wealth increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 15% in Q2 2026, buying an estimated $18.2M and bringing the position to 1,518,042 shares worth $139M. The position accounts for 9.49% of the portfolio, ranked #2.

MBL Wealth first reported a position in BIL in Q4 2020 and has held it in 21 quarters since. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

MBL Wealth held 1,518,042 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $139M as of Q2 2026.
MBL Wealth bought 199,400 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $18.2M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 9.49% of MBL Wealth's portfolio in Q2 2026, its #2 holding.
MBL Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and has held it in 21 quarters since.
1,290 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.