Oliver Lagore Vanvalin Investment Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$12.4M	Buy	+134,824	New	+$12.3M	4.85%	3
2024 Q4	$15.1M	Sell	165,187 -26,823	-14%	-$2.46M	3.87%	3
2024 Q3	$17.6M	Sell	192,010 -5,370	-3%	-$492K	4.71%	2
2024 Q2	$18.1M	Sell	197,380 -6,137	-3%	-$562K	5.2%	3
2024 Q1	$18.7M	Buy	203,517 +98,096	+93%	+$8.99M	5.48%	3
2023 Q4	$9.63M	Sell	105,421 -416,834	-80%	-$38.2M	3.58%	3
2023 Q3	$48M	Buy	522,255 +414,816	+386%	+$38M	18.99%	1
2023 Q2	$9.87M	Sell	107,439 -184,346	-63%	-$16.9M	3.61%	7
2023 Q1	$26.8M	Buy	291,785 +202,766	+228%	+$18.6M	11.44%	1
2022 Q4	$8.14M	Buy	+89,019	New	+$8.15M	4.6%	6

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's BIL Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2025: 134,824 shares worth $12.4M. The stake represents 4.85% of the portfolio and ranks #3 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in BIL as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in BIL in Q4 2022 and has held it in 10 quarters since. The position peaked at $48M in Q3 2023. 1,175 funds tracked by Wall St. Rank hold BIL as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 134,824 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $12.4M as of Q2 2025.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 4.85% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #3 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 10 quarters since.
Oliver Lagore Vanvalin Investment Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $48M in Q3 2023.
1,175 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.