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

Realta 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	$638K	Sell	6,967 -791	-10%	-$72.4K	0.2%	111
2026 Q1	$711K	Buy	7,758 +258	+3%	+$23.6K	0.25%	93
2025 Q4	$685K	Sell	7,500 -4,530	-38%	-$415K	0.22%	100
2025 Q3	$1.1M	Sell	12,030 -2,407	-17%	-$221K	0.37%	64
2025 Q2	$1.32M	Buy	14,437 +5,803	+67%	+$531K	0.52%	46
2025 Q1	$792K	Buy	8,634 +260	+3%	+$23.8K	0.36%	68
2024 Q4	$766K	Buy	8,374 +5,921	+241%	+$542K	0.31%	69
2024 Q3	$225K	Sell	2,453 -8,580	-78%	-$786K	0.1%	169
2024 Q2	$1.01M	Buy	11,033 +4,523	+69%	+$414K	0.2%	115
2024 Q1	$598K	Buy	6,510 +229	+4%	+$21K	0.12%	202
2023 Q4	$574K	Buy	6,281 +4,085	+186%	+$374K	0.13%	196
2023 Q3	$202K	Hold	2,196	–	–	0.05%	383
2023 Q2	$202K	Buy	+2,196	New	+$201K	0.04%	395
2023 Q1	–	Sell	-116	Closed	-$10.6K	–	457
2022 Q4	$10.6K	Buy	116 +100	+625%	+$9.15K	﹤0.01%	712
2022 Q3	$1K	Buy	+16	New	+$1.46K	﹤0.01%	803
2020 Q1	–	Sell	-1,800	Closed	-$165K	–	411
2019 Q4	$165K	Hold	1,800	–	–	0.05%	374
2019 Q3	$165K	Hold	1,800	–	–	0.04%	370
2019 Q2	$165K	Hold	1,800	–	–	0.05%	372
2019 Q1	$165K	Buy	+1,800	New	+$165K	0.08%	312

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

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

Realta Investment Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 10% in Q2 2026, selling an estimated $72.4K and leaving 6,967 shares worth $638K. The position accounts for 0.2% of the portfolio, ranked #111.

Realta Investment Advisors first reported a position in BIL in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.32M in Q2 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Realta Investment Advisors held 6,967 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $638K as of Q2 2026.
Realta Investment Advisors sold 791 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $72.4K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.2% of Realta Investment Advisors's portfolio in Q2 2026, its #111 holding.
Realta Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2019 and has held it in 19 quarters since.
Realta Investment Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.32M in Q2 2025.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.