Pinkerton Retirement Specialists’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Pinkerton Retirement Specialists’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	$1.32M	Sell	14,418 -11,546	-44%	-$1.06M	0.11%	71
2026 Q1	$2.37M	Sell	25,964 -2,137	-8%	-$196K	0.22%	94
2025 Q4	$2.57M	Sell	28,101 -9	-0%	-$824	0.26%	92
2025 Q3	$2.58M	Sell	28,110 -643	-2%	-$58.9K	0.28%	88
2025 Q2	$2.64M	Buy	28,753 +14,482	+101%	+$1.33M	0.31%	81
2025 Q1	$1.31M	Buy	+14,271	New	+$1.31M	0.17%	68

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

Pinkerton Retirement Specialists's BIL Position: Q2 2026 in Review

Pinkerton Retirement Specialists reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 44% in Q2 2026, selling an estimated $1.06M and leaving 14,418 shares worth $1.32M. The position accounts for 0.11% of the portfolio, ranked #71.

Pinkerton Retirement Specialists first reported a position in BIL in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.64M in Q2 2025. 1,295 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Pinkerton Retirement Specialists held 14,418 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.32M as of Q2 2026.
Pinkerton Retirement Specialists sold 11,546 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.06M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.11% of Pinkerton Retirement Specialists's portfolio in Q2 2026, its #71 holding.
Pinkerton Retirement Specialists first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2025 and has held it in 6 quarters since.
Pinkerton Retirement Specialists's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.64M in Q2 2025.
1,295 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2026, filed 30 Jul 2026.