Milestone Asset Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Milestone Asset Management’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	$538K	Sell	5,871 -1,614	-22%	-$148K	0.08%	178
2026 Q1	$686K	Sell	7,485 -573	-7%	-$52.4K	0.13%	146
2025 Q4	$736K	Sell	8,058 -163	-2%	-$14.9K	0.14%	130
2025 Q3	$754K	Sell	8,221 -104,162	-93%	-$9.54M	0.14%	119
2025 Q2	$10.3M	Buy	112,383 +100,451	+842%	+$9.2M	2.18%	6
2025 Q1	$1.09M	Sell	11,932 -175,593	-94%	-$16.1M	0.23%	84
2024 Q4	$17.1M	Sell	187,525 -156,536	-45%	-$14.3M	3.78%	2
2024 Q3	$31.6M	Buy	344,061 +33,304	+11%	+$3.05M	7.09%	2
2024 Q2	$28.5M	Buy	310,757 +252,850	+437%	+$23.2M	7.14%	2
2024 Q1	$5.32M	Sell	57,907 -99,620	-63%	-$9.13M	1.52%	16
2023 Q4	$14.4M	Buy	157,527 +152,241	+2,880%	+$13.9M	4.74%	5
2023 Q3	$483K	Sell	5,286 -769	-13%	-$70.5K	0.17%	37
2023 Q2	$556K	Sell	6,055 -1,994	-25%	-$183K	0.25%	25
2023 Q1	$739K	Sell	8,049 -1,798	-18%	-$165K	0.42%	29
2022 Q4	$902K	Buy	+9,847	New	+$901K	0.54%	20

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Milestone Asset Management's BIL Position: Q2 2026 in Review

Milestone Asset Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 22% in Q2 2026, selling an estimated $148K and leaving 5,871 shares worth $538K. The position accounts for 0.08% of the portfolio, ranked #178.

Milestone Asset Management first reported a position in BIL in Q4 2022 and has held it in 15 quarters since. The position peaked at $31.6M in Q3 2024. 294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Milestone Asset Management held 5,871 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $538K as of Q2 2026.
Milestone Asset Management sold 1,614 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $148K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.08% of Milestone Asset Management's portfolio in Q2 2026, its #178 holding.
Milestone Asset Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 15 quarters since.
Milestone Asset Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $31.6M in Q3 2024.
294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.