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

Professional Financial 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	$7.34M	Sell	80,050 -4,088	-5%	-$374K	1.27%	12
2026 Q1	$7.71M	Sell	84,138 -21,000	-20%	-$1.92M	1.57%	9
2025 Q4	$9.61M	Buy	105,138 +4,859	+5%	+$445K	1.96%	8
2025 Q3	$9.2M	Buy	100,279 +23,133	+30%	+$2.12M	1.94%	7
2025 Q2	$7.08M	Buy	77,146 +5,452	+8%	+$499K	1.64%	6
2025 Q1	$6.58M	Buy	71,694 +13,277	+23%	+$1.22M	1.67%	8
2024 Q4	$5.34M	Buy	58,417 +3,059	+6%	+$280K	1.37%	10
2024 Q3	$5.08M	Buy	55,358 +291	+0.5%	+$26.7K	1.32%	11
2024 Q2	$5.05M	Buy	55,067 +7,306	+15%	+$669K	1.4%	10
2024 Q1	$4.38M	Buy	47,761 +11,730	+33%	+$1.07M	1.25%	11
2023 Q4	$3.29M	Buy	36,031 +5,628	+19%	+$515K	1.09%	13
2023 Q3	$2.79M	Buy	+30,403	New	+$2.79M	1.26%	16
2022 Q4	–	Sell	-1,136	Closed	-$104K	–	111
2022 Q3	$104K	Buy	1,136 +43	+4%	+$3.93K	0.06%	101
2022 Q2	$100K	Buy	+1,093	New	+$99.9K	0.06%	110

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

Professional Financial Advisors's BIL Position: Q2 2026 in Review

Professional Financial Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4.9% in Q2 2026, selling an estimated $374K and leaving 80,050 shares worth $7.34M. The position accounts for 1.27% of the portfolio, ranked #12.

Professional Financial Advisors first reported a position in BIL in Q2 2022 and has held it in 14 quarters since. The position peaked at $9.61M in Q4 2025. 228 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Professional Financial Advisors held 80,050 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $7.34M as of Q2 2026.
Professional Financial Advisors sold 4,088 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $374K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.27% of Professional Financial Advisors's portfolio in Q2 2026, its #12 holding.
Professional Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2022 and has held it in 14 quarters since.
Professional Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $9.61M in Q4 2025.
228 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.