Phil A. Younker & Associates’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Phil A. Younker & Associates’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	$703K	Buy	7,674 +2	+0%	+$183	0.47%	19
2026 Q1	$703K	Sell	7,672 -12,152	-61%	-$1.11M	0.47%	24
2025 Q4	$1.81M	Sell	19,824 -1,652	-8%	-$151K	1.26%	13
2025 Q3	$1.97M	Sell	21,476 -2,603	-11%	-$238K	1.51%	12
2025 Q2	$2.21M	Sell	24,079 -6,056	-20%	-$555K	2.18%	11
2025 Q1	$2.76M	Sell	30,135 -10,911	-27%	-$999K	2.72%	10
2024 Q4	$3.75M	Buy	+41,046	New	+$3.76M	3.75%	8

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

Phil A. Younker & Associates's BIL Position: Q2 2026 in Review

Phil A. Younker & Associates increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.03% in Q2 2026, buying an estimated $183 and bringing the position to 7,674 shares worth $703K. The position accounts for 0.47% of the portfolio, ranked #19.

Phil A. Younker & Associates first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.75M in Q4 2024. 1,300 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Phil A. Younker & Associates held 7,674 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $703K as of Q2 2026.
Phil A. Younker & Associates bought 2 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $183.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.47% of Phil A. Younker & Associates's portfolio in Q2 2026, its #19 holding.
Phil A. Younker & Associates first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
Phil A. Younker & Associates's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.75M in Q4 2024.
1,300 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.