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

Ranch Capital 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	$16.1M	Buy	175,487 +9,380	+6%	+$858K	5.09%	1
2026 Q1	$15.2M	Sell	166,107 -8,829	-5%	-$808K	5.5%	1
2025 Q4	$16M	Buy	174,936 +7,085	+4%	+$649K	5.88%	1
2025 Q3	$15.4M	Buy	167,851 +11,031	+7%	+$1.01M	5.96%	1
2025 Q2	$14.4M	Buy	156,820 +12,023	+8%	+$1.1M	6.24%	1
2025 Q1	$13.3M	Buy	144,797 +55,471	+62%	+$5.08M	6.3%	1
2024 Q4	$8.17M	Buy	89,326 +1,405	+2%	+$129K	3.86%	2
2024 Q3	$8.07M	Buy	87,921 +9,038	+11%	+$828K	3.81%	2
2024 Q2	$7.24M	Buy	78,883 +26,767	+51%	+$2.45M	3.79%	4
2024 Q1	$4.78M	Buy	52,116 +10,439	+25%	+$956K	2.59%	7
2023 Q4	$3.81M	Sell	41,677 -16,369	-28%	-$1.5M	2.37%	7
2023 Q3	$5.33M	Buy	+58,046	New	+$5.32M	3.73%	4

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

Ranch Capital Advisors's BIL Position: Q2 2026 in Review

Ranch Capital Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 5.6% in Q2 2026, buying an estimated $858K and bringing the position to 175,487 shares worth $16.1M. The position accounts for 5.09% of the portfolio, ranked #1.

Ranch Capital Advisors first reported a position in BIL in Q3 2023 and has held it in 12 quarters since. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Ranch Capital Advisors held 175,487 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $16.1M as of Q2 2026.
Ranch Capital Advisors bought 9,380 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $858K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 5.09% of Ranch Capital Advisors's portfolio in Q2 2026, its #1 holding.
Ranch Capital Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023 and has held it in 12 quarters since.
1,290 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.