Innovative Advisory Group, LLC’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Innovative Advisory Group, LLC’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	$83.1M	Buy	906,892 +189,905	+26%	+$17.4M	63.02%	1
2026 Q1	$65.7M	Buy	716,987 +592,827	+477%	+$54.3M	53.97%	1
2025 Q4	$11.3M	Sell	124,160 -109,546	-47%	-$10M	7.22%	4
2025 Q3	$21.4M	Sell	233,706 -130,994	-36%	-$12M	13.19%	3
2025 Q2	$33.5M	Buy	364,700 +7,968	+2%	+$730K	28.24%	1
2025 Q1	$32.7M	Buy	356,732 +11,905	+3%	+$1.09M	31.07%	1
2024 Q4	$31.5M	Buy	+344,827	New	+$31.6M	27.37%	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

Innovative Advisory Group, LLC's BIL Position: Q2 2026 in Review

Innovative Advisory Group, LLC increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 26% in Q2 2026, buying an estimated $17.4M and bringing the position to 906,892 shares worth $83.1M. The position accounts for 63.02% of the portfolio, ranked #1.

Innovative Advisory Group, LLC first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. 1,300 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Innovative Advisory Group, LLC held 906,892 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $83.1M as of Q2 2026.
Innovative Advisory Group, LLC bought 189,905 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $17.4M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 63.02% of Innovative Advisory Group, LLC's portfolio in Q2 2026, its #1 holding.
Innovative Advisory Group, LLC 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.
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 Innovative Advisory Group, LLC's 13F filing for Q2 2026, filed 22 Sep 2026.