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

Modera Wealth 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	$1.44M	Sell	15,768 -625	-4%	-$57.2K	0.02%	301
2026 Q1	$1.5M	Sell	16,393 -4,287	-21%	-$392K	0.02%	286
2025 Q4	$1.89M	Sell	20,680 -3,929	-16%	-$360K	0.02%	270
2025 Q3	$2.26M	Sell	24,609 -541	-2%	-$49.6K	0.03%	252
2025 Q2	$2.31M	Sell	25,150 -484	-2%	-$44.3K	0.03%	242
2025 Q1	$2.35M	Sell	25,634 -752	-3%	-$68.9K	0.03%	230
2024 Q4	$2.41M	Buy	26,386 +23,542	+828%	+$2.16M	0.03%	231
2024 Q3	$261K	Buy	2,844 +45	+2%	+$4.12K	﹤0.01%	515
2024 Q2	$257K	Sell	2,799 -124	-4%	-$11.4K	﹤0.01%	499
2024 Q1	$268K	Buy	+2,923	New	+$268K	﹤0.01%	500

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

Modera Wealth Management's BIL Position: Q2 2026 in Review

Modera Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 3.8% in Q2 2026, selling an estimated $57.2K and leaving 15,768 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #301.

Modera Wealth Management first reported a position in BIL in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.41M in Q4 2024. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Modera Wealth Management held 15,768 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.44M as of Q2 2026.
Modera Wealth Management sold 625 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $57.2K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.02% of Modera Wealth Management's portfolio in Q2 2026, its #301 holding.
Modera Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and has held it in 10 quarters since.
Modera Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.41M in Q4 2024.
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 Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.