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

Pinion 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	–	Sell	-2,193	Closed	-$201K	–	206
2026 Q1	$201K	Buy	+2,193	New	+$201K	0.05%	179
2020 Q1	–	Sell	-2,581	Closed	-$236K	–	97
2019 Q4	$236K	Buy	+2,581	New	+$236K	0.44%	108
2019 Q1	–	Sell	-2,805	Closed	-$257K	–	117
2018 Q4	$257K	Buy	+2,805	New	+$257K	0.54%	93

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

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

Pinion Investment Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 2,193 shares — an estimated $201K sold.

Pinion Investment Advisors first reported a position in BIL in Q4 2018 and held it in 3 quarters. The position peaked at $257K in Q4 2018. 1,294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Pinion Investment Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
Pinion Investment Advisors sold 2,193 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $201K.
Pinion Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and held it in 3 quarters.
Pinion Investment Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $257K in Q4 2018.
1,294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.