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

Naviter 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	$2.03M	Buy	22,191 +7,210	+48%	+$660K	0.18%	119
2026 Q1	$1.37M	Sell	14,981 -2,455	-14%	-$225K	0.17%	131
2025 Q4	$1.59M	Buy	17,436 +9,205	+112%	+$843K	0.21%	118
2025 Q3	$755K	Sell	8,231 -23,671	-74%	-$2.17M	0.09%	173
2025 Q2	$2.93M	Buy	31,902 +7,946	+33%	+$728K	0.36%	69
2025 Q1	$2.2M	Sell	23,956 -23,117	-49%	-$2.12M	0.27%	103
2024 Q4	$4.3M	Buy	+47,073	New	+$4.31M	0.52%	43

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

Naviter Wealth's BIL Position: Q2 2026 in Review

Naviter Wealth increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 48% in Q2 2026, buying an estimated $660K and bringing the position to 22,191 shares worth $2.03M. The position accounts for 0.18% of the portfolio, ranked #119.

Naviter Wealth first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.3M in Q4 2024. 1,295 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Naviter Wealth held 22,191 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.03M as of Q2 2026.
Naviter Wealth bought 7,210 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $660K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.18% of Naviter Wealth's portfolio in Q2 2026, its #119 holding.
Naviter Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
Naviter Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $4.3M in Q4 2024.
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 Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.