Private Client Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Private Client Services’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	$3.48M	Buy	37,922 +4,780	+14%	+$437K	0.91%	22
2026 Q1	$3.04M	Sell	33,142 -4,421	-12%	-$405K	0.91%	28
2025 Q4	$3.43M	Sell	37,563 -399	-1%	-$36.5K	1.07%	25
2025 Q3	$3.48M	Sell	37,962 -22,579	-37%	-$2.07M	1.17%	21
2025 Q2	$5.55M	Sell	60,541 -715	-1%	-$65.5K	2.16%	7
2025 Q1	$5.62M	Buy	61,256 +34,262	+127%	+$3.14M	2.78%	6
2024 Q4	$2.47M	Sell	26,994 -45,963	-63%	-$4.21M	1.33%	17
2024 Q3	$6.7M	Sell	72,957 -20,711	-22%	-$1.9M	3.6%	3
2024 Q2	$8.6M	Buy	93,668 +55,954	+148%	+$5.13M	5.4%	2
2024 Q1	$3.46M	Sell	37,714 -2,327	-6%	-$213K	2.33%	9
2023 Q4	$3.66M	Buy	+40,041	New	+$3.67M	3%	4

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Private Client Services's BIL Position: Q2 2026 in Review

Private Client Services increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 14% in Q2 2026, buying an estimated $437K and bringing the position to 37,922 shares worth $3.48M. The position accounts for 0.91% of the portfolio, ranked #22.

Private Client Services first reported a position in BIL in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.6M in Q2 2024. 282 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Private Client Services held 37,922 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.48M as of Q2 2026.
Private Client Services bought 4,780 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $437K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.91% of Private Client Services's portfolio in Q2 2026, its #22 holding.
Private Client Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 11 quarters since.
Private Client Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $8.6M in Q2 2024.
282 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.