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

PFG Investments’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	$11.3M	Sell	122,835 -10,899	-8%	-$997K	0.44%	40
2026 Q1	$12.3M	Buy	133,734 +22,051	+20%	+$2.02M	0.57%	27
2025 Q4	$10.2M	Sell	111,683 -29,219	-21%	-$2.67M	0.48%	35
2025 Q3	$12.9M	Buy	140,902 +21,014	+18%	+$1.93M	0.67%	19
2025 Q2	$11M	Buy	119,888 +3,723	+3%	+$341K	0.64%	21
2025 Q1	$10.7M	Buy	116,165 +23,139	+25%	+$2.12M	0.68%	20
2024 Q4	$8.51M	Sell	93,026 -3,623	-4%	-$332K	0.53%	30
2024 Q3	$8.87M	Buy	96,649 +14,245	+17%	+$1.31M	0.57%	26
2024 Q2	$7.56M	Buy	82,404 +14,996	+22%	+$1.37M	0.54%	27
2024 Q1	$6.19M	Sell	67,408 -14,985	-18%	-$1.37M	0.37%	52
2023 Q4	$7.53M	Buy	82,393 +6,219	+8%	+$569K	1.4%	7
2023 Q3	$6.99M	Sell	76,174 -10,605	-12%	-$972K	1.31%	10
2023 Q2	$7.97M	Sell	86,779 -41,230	-32%	-$3.78M	1.41%	9
2023 Q1	$11.8M	Buy	+128,009	New	+$11.7M	2.39%	4

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

PFG Investments's BIL Position: Q2 2026 in Review

PFG Investments reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 8.1% in Q2 2026, selling an estimated $997K and leaving 122,835 shares worth $11.3M. The position accounts for 0.44% of the portfolio, ranked #40.

PFG Investments first reported a position in BIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.9M in Q3 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

PFG Investments held 122,835 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $11.3M as of Q2 2026.
PFG Investments sold 10,899 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $997K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.44% of PFG Investments's portfolio in Q2 2026, its #40 holding.
PFG Investments first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
PFG Investments's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $12.9M in Q3 2025.
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 PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.