Peak Asset Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Peak Asset Management’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	$456K	Sell	4,981 -303	-6%	-$27.7K	0.07%	123
2026 Q1	$484K	Sell	5,284 -491	-9%	-$44.9K	0.09%	98
2025 Q4	$528K	Sell	5,775 -700	-11%	-$64.1K	0.09%	94
2025 Q3	$594K	Buy	6,475 +3,532	+120%	+$324K	0.1%	87
2025 Q2	$270K	Sell	2,943 -12,777	-81%	-$1.17M	0.05%	127
2025 Q1	$1.44M	Sell	15,720 -4,704	-23%	-$431K	0.27%	65
2024 Q4	$1.87M	Sell	20,424 -1,684	-8%	-$154K	0.35%	54
2024 Q3	$2.03M	Sell	22,108 -8,510	-28%	-$780K	0.38%	52
2024 Q2	$2.81M	Sell	30,618 -3,647	-11%	-$334K	0.55%	40
2024 Q1	$3.15M	Sell	34,265 -1,535	-4%	-$141K	0.62%	39
2023 Q4	$3.27M	Sell	35,800 -2,029	-5%	-$186K	0.72%	35
2023 Q3	$3.47M	Sell	37,829 -11,718	-24%	-$1.07M	0.84%	31
2023 Q2	$4.55M	Sell	49,547 -11,012	-18%	-$1.01M	1.05%	28
2023 Q1	$5.56M	Sell	60,559 -142,955	-70%	-$13.1M	1.36%	23
2022 Q4	$18.6M	Buy	203,514 +232	+0.1%	+$21.2K	4.85%	1
2022 Q3	$18.6M	Buy	203,282 +47,967	+31%	+$4.39M	5.3%	1
2022 Q2	$14.2M	Buy	155,315 +29,464	+23%	+$2.69M	3.89%	3
2022 Q1	$11.5M	Buy	125,851 +26,288	+26%	+$2.4M	2.68%	12
2021 Q4	$9.1M	Buy	99,563 +6,236	+7%	+$570K	2.1%	19
2021 Q3	$8.54M	Sell	93,327 -3,148	-3%	-$288K	2.1%	20
2021 Q2	$8.82M	Sell	96,475 -3,744	-4%	-$343K	2.19%	20
2021 Q1	$9.17M	Buy	100,219 +6,699	+7%	+$613K	2.22%	19
2020 Q4	$8.56M	Sell	93,520 -19,211	-17%	-$1.76M	2.24%	17
2020 Q3	$10.3M	Sell	112,731 -7,902	-7%	-$723K	3.08%	8
2020 Q2	$11M	Buy	120,633 +53,414	+79%	+$4.89M	3.52%	5
2020 Q1	$6.16M	Buy	67,219 +19,288	+40%	+$1.77M	2.37%	17
2019 Q4	$4.38M	Buy	47,931 +7,943	+20%	+$727K	1.33%	26
2019 Q3	$3.66M	Buy	39,988 +2,092	+6%	+$191K	1.2%	27
2019 Q2	$3.47M	Buy	37,896 +2,603	+7%	+$238K	1.14%	27
2019 Q1	$3.23M	Buy	35,293 +6,298	+22%	+$576K	1.1%	27
2018 Q4	$2.65M	Buy	+28,995	New	+$2.65M	0.99%	30

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

Peak Asset Management's BIL Position: Q2 2026 in Review

Peak Asset Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 5.7% in Q2 2026, selling an estimated $27.7K and leaving 4,981 shares worth $456K. The position accounts for 0.07% of the portfolio, ranked #123.

Peak Asset Management first reported a position in BIL in Q4 2018 and has held it in 31 quarters since. The position peaked at $18.6M in Q3 2022. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Peak Asset Management held 4,981 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $456K as of Q2 2026.
Peak Asset Management sold 303 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $27.7K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.07% of Peak Asset Management's portfolio in Q2 2026, its #123 holding.
Peak Asset Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and has held it in 31 quarters since.
Peak Asset Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $18.6M in Q3 2022.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.