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

OneDigital 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	$15.6M	Buy	170,149 +162,146	+2,026%	+$14.8M	0.13%	147
2026 Q1	$733K	Buy	8,003 +2,612	+48%	+$239K	0.01%	797
2025 Q4	$493K	Sell	5,391 -1,035	-16%	-$94.8K	﹤0.01%	955
2025 Q3	$590K	Buy	6,426 +335	+5%	+$30.7K	0.01%	859
2025 Q2	$559K	Sell	6,091 -2,958	-33%	-$271K	0.01%	862
2025 Q1	$830K	Sell	9,049 -71	-0.8%	-$6.5K	0.01%	669
2024 Q4	$834K	Buy	9,120 +1,480	+19%	+$136K	0.01%	694
2024 Q3	$701K	Sell	7,640 -3,130	-29%	-$287K	0.01%	795
2024 Q2	$988K	Buy	10,770 +5,313	+97%	+$487K	0.01%	629
2024 Q1	$501K	Buy	5,457 +1,665	+44%	+$153K	0.01%	739
2023 Q4	$347K	Sell	3,792 -1,570	-29%	-$144K	0.01%	864
2023 Q3	$492K	Sell	5,362 -430	-7%	-$39.4K	0.01%	650
2023 Q2	$532K	Sell	5,792 -6,995	-55%	-$641K	0.01%	618
2023 Q1	$1.17M	Buy	12,787 +5,709	+81%	+$523K	0.03%	364
2022 Q4	$647K	Sell	7,078 -2,373	-25%	-$217K	0.02%	454
2022 Q3	$866K	Sell	9,451 -1,111	-11%	-$102K	0.03%	330
2022 Q2	$966K	Sell	10,562 -135	-1%	-$12.3K	0.04%	268
2022 Q1	$978K	Buy	+10,697	New	+$978K	0.04%	275
2021 Q3	–	Sell	-4,230	Closed	-$387K	–	768
2021 Q2	$387K	Sell	4,230 -1,761	-29%	-$161K	0.02%	484
2021 Q1	$548K	Sell	5,991 -3,741	-38%	-$342K	0.03%	364
2020 Q4	$891K	Sell	9,732 -10,962	-53%	-$1M	0.05%	244
2020 Q3	$1.89M	Sell	20,694 -2,367	-10%	-$217K	0.13%	127
2020 Q2	$2.11M	Sell	23,061 -5,130	-18%	-$470K	0.15%	128
2020 Q1	$2.58M	Buy	28,191 +12,601	+81%	+$1.15M	0.23%	93
2019 Q4	$1.43M	Buy	+15,590	New	+$1.43M	0.11%	155
2018 Q3	–	Sell	-317	Closed	-$29K	–	1052
2018 Q2	$29K	Sell	317 -1,112	-78%	-$102K	0.01%	674
2018 Q1	$131K	Sell	1,429 -99	-6%	-$9.06K	0.03%	294
2017 Q4	$140K	Sell	1,528 -300	-16%	-$27.4K	0.02%	281
2017 Q3	$167K	Sell	1,828 -460	-20%	-$42.1K	0.06%	160
2017 Q2	$209K	Buy	+2,288	New	+$209K	0.06%	190

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

OneDigital Investment Advisors's BIL Position: Q2 2026 in Review

OneDigital Investment Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 2,026% in Q2 2026, buying an estimated $14.8M and bringing the position to 170,149 shares worth $15.6M. The position accounts for 0.13% of the portfolio, ranked #147.

OneDigital Investment Advisors first reported a position in BIL in Q2 2017 and has held it in 30 quarters since. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

OneDigital Investment Advisors held 170,149 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $15.6M as of Q2 2026.
OneDigital Investment Advisors bought 162,146 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $14.8M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.13% of OneDigital Investment Advisors's portfolio in Q2 2026, its #147 holding.
OneDigital Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2017 and has held it in 30 quarters since.
1,289 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.