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

Moneta Group Investment 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	$176M	Buy	1,924,690 +177,873	+10%	+$16.3M	1.31%	21
2026 Q1	$160M	Buy	1,746,817 +192,079	+12%	+$17.6M	1.2%	20
2025 Q4	$142M	Buy	1,554,738 +542,365	+54%	+$49.7M	1.08%	21
2025 Q3	$92.9M	Buy	1,012,373 +275,339	+37%	+$25.2M	0.74%	29
2025 Q2	$67.6M	Buy	737,034 +120,058	+19%	+$11M	0.81%	30
2025 Q1	$56.6M	Buy	616,976 +74,376	+14%	+$6.81M	0.78%	31
2024 Q4	$49.6M	Buy	542,600 +154,715	+40%	+$14.2M	0.7%	32
2024 Q3	$35.6M	Buy	387,885 +378,142	+3,881%	+$34.6M	0.52%	41
2024 Q2	$894K	Buy	9,743 +7,232	+288%	+$663K	0.01%	282
2024 Q1	$231K	Buy	2,511 +79	+3%	+$7.24K	﹤0.01%	545
2023 Q4	$222K	Sell	2,432 -81	-3%	-$7.42K	﹤0.01%	512
2023 Q3	$231K	Buy	2,513 +89	+4%	+$8.16K	0.01%	459
2023 Q2	$223K	Sell	2,424 -3,673	-60%	-$337K	﹤0.01%	485
2023 Q1	$560K	Sell	6,097 -2,056	-25%	-$188K	0.01%	300
2022 Q4	$748K	Sell	8,153 -1,105	-12%	-$101K	0.02%	239
2022 Q3	$848K	Sell	9,258 -3,793	-29%	-$347K	0.03%	205
2022 Q2	$1.19M	Buy	13,051 +1,020	+8%	+$93.3K	0.04%	186
2022 Q1	$1.1M	Buy	12,031 +11,795	+4,998%	+$1.08M	0.04%	189
2021 Q4	$442K	Sell	236 -38,054	-99%	-$3.48M	0.02%	314
2021 Q3	$3.5M	Sell	38,290 -14,536	-28%	-$1.33M	0.16%	94
2021 Q2	$4.83M	Buy	+52,826	New	+$4.83M	0.22%	83

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

Moneta Group Investment Advisors's BIL Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 10% in Q2 2026, buying an estimated $16.3M and bringing the position to 1,924,690 shares worth $176M. The position accounts for 1.31% of the portfolio, ranked #21.

Moneta Group Investment Advisors first reported a position in BIL in Q2 2021 and has held it in 21 quarters since. 1,295 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Moneta Group Investment Advisors held 1,924,690 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $176M as of Q2 2026.
Moneta Group Investment Advisors bought 177,873 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $16.3M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.31% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #21 holding.
Moneta Group Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2021 and has held it in 21 quarters since.
1,295 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.