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

Mountain Capital 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	$585K	Buy	6,381 +275	+5%	+$25.2K	0.08%	33
2026 Q1	$559K	Buy	+6,106	New	+$559K	0.08%	29
2024 Q1	–	Sell	-11,846	Closed	-$1.08M	–	48
2023 Q4	$1.08M	Sell	11,846 -459	-4%	-$42K	0.37%	16
2023 Q3	$1.13M	Sell	12,305 -9,857	-44%	-$903K	0.42%	13
2023 Q2	$2.03M	Sell	22,162 -475,656	-96%	-$43.6M	0.77%	12
2023 Q1	$45.6M	Buy	+497,818	New	+$45.6M	20.1%	1

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

Mountain Capital Investment Advisors's BIL Position: Q2 2026 in Review

Mountain Capital Investment Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4.5% in Q2 2026, buying an estimated $25.2K and bringing the position to 6,381 shares worth $585K. The position accounts for 0.08% of the portfolio, ranked #33.

Mountain Capital Investment Advisors first reported a position in BIL in Q1 2023 and has held it in 6 quarters since. The position peaked at $45.6M in Q1 2023. 1,300 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Mountain Capital Investment Advisors held 6,381 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $585K as of Q2 2026.
Mountain Capital Investment Advisors bought 275 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $25.2K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.08% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #33 holding.
Mountain Capital Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 6 quarters since.
Mountain Capital Investment Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $45.6M in Q1 2023.
1,300 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.