Newbridge Financial Services Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Newbridge Financial Services Group’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	$747K	Buy	8,147 +1,155	+17%	+$106K	0.09%	143
2026 Q1	$641K	Buy	6,992 +6,916	+9,100%	+$633K	0.11%	134
2025 Q4	$6.95K	Hold	76	–	–	﹤0.01%	845
2025 Q3	$6.97K	Hold	76	–	–	﹤0.01%	964
2025 Q2	$6.97K	Sell	76 -87	-53%	-$7.97K	﹤0.01%	969
2025 Q1	$15K	Hold	163	–	–	﹤0.01%	604
2024 Q4	$14.9K	Hold	163	–	–	﹤0.01%	665
2024 Q3	$15K	Sell	163 -259	-61%	-$23.7K	0.01%	390
2024 Q2	$38.7K	Sell	422 -1,416	-77%	-$130K	0.01%	430
2024 Q1	$169K	Sell	1,838 -15,487	-89%	-$1.42M	0.07%	215
2023 Q4	$1.58M	Buy	17,325 +17,249	+22,696%	+$1.58M	0.77%	20
2023 Q3	$6.98K	Sell	76 -108	-59%	-$9.9K	﹤0.01%	889
2023 Q2	$16.9K	Sell	184 -29	-14%	-$2.66K	0.01%	742
2023 Q1	$19.5K	Buy	213 +1	+0.5%	+$92	0.01%	733
2022 Q4	$19.4K	Buy	212 +78	+58%	+$7.14K	0.01%	730
2022 Q3	$12K	Hold	134	–	–	0.01%	830
2022 Q2	$12K	Sell	134 -29	-18%	-$2.65K	0.01%	800
2022 Q1	$15K	Sell	163 -435	-73%	-$39.8K	0.01%	799
2021 Q4	$55K	Buy	598 +569	+1,962%	+$52K	0.03%	433
2021 Q3	$3K	Hold	29	–	–	﹤0.01%	1097
2021 Q2	$3K	Hold	29	–	–	﹤0.01%	1200
2021 Q1	$3K	Sell	29 -40	-58%	-$3.66K	﹤0.01%	1104
2020 Q4	$6K	Hold	69	–	–	﹤0.01%	808
2020 Q3	$6K	Buy	+69	New	+$6.32K	0.01%	769

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

Newbridge Financial Services Group's BIL Position: Q2 2026 in Review

Newbridge Financial Services Group increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 17% in Q2 2026, buying an estimated $106K and bringing the position to 8,147 shares worth $747K. The position accounts for 0.09% of the portfolio, ranked #143.

Newbridge Financial Services Group first reported a position in BIL in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.58M in Q4 2023. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Newbridge Financial Services Group held 8,147 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $747K as of Q2 2026.
Newbridge Financial Services Group bought 1,155 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $106K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.09% of Newbridge Financial Services Group's portfolio in Q2 2026, its #143 holding.
Newbridge Financial Services Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2020 and has held it in 24 quarters since.
Newbridge Financial Services Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.58M in Q4 2023.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.