Permanens Capital’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Permanens Capital’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	$163M	Buy	1,777,681 +789,899	+80%	+$72.3M	16.75%	1
2026 Q1	$90.5M	Buy	987,782 +323,670	+49%	+$29.6M	11.66%	3
2025 Q4	$60.7M	Buy	664,112 +222,472	+50%	+$20.4M	7.91%	4
2025 Q3	$40.5M	Buy	441,640 +410,635	+1,324%	+$37.6M	6.04%	4
2025 Q2	$2.84M	Buy	31,005 +18,984	+158%	+$1.74M	0.39%	25
2025 Q1	$1.1M	Buy	12,021 +5,694	+90%	+$522K	0.2%	33
2024 Q4	$578K	Sell	6,327 -150	-2%	-$13.7K	0.11%	39
2024 Q3	$595K	Buy	+6,477	New	+$593K	0.12%	39
2021 Q1	–	Sell	-1	Closed	–	–	127
2020 Q4	$0	Hold	1	–	–	﹤0.01%	127
2020 Q3	$0	Sell	1 -3	-75%	-$275	﹤0.01%	119
2020 Q2	$0	Buy	+4	New	+$366	﹤0.01%	118

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

Permanens Capital's BIL Position: Q2 2026 in Review

Permanens Capital increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 80% in Q2 2026, buying an estimated $72.3M and bringing the position to 1,777,681 shares worth $163M. The position accounts for 16.75% of the portfolio, ranked #1.

Permanens Capital first reported a position in BIL in Q2 2020 and has held it in 11 quarters since. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Permanens Capital held 1,777,681 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $163M as of Q2 2026.
Permanens Capital bought 789,899 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $72.3M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 16.75% of Permanens Capital's portfolio in Q2 2026, its #1 holding.
Permanens Capital first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2020 and has held it in 11 quarters since.
1,290 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Permanens Capital's 13F filing for Q2 2026, filed 14 Aug 2026.