Relyea Zuckerberg Hanson’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Relyea Zuckerberg Hanson’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	$48.4M	Buy	527,732 +22,250	+4%	+$2.04M	4.03%	5
2026 Q1	$46.3M	Buy	505,482 +43,144	+9%	+$3.95M	4.66%	4
2025 Q4	$42.2M	Buy	462,338 +43,972	+11%	+$4.03M	4.27%	5
2025 Q3	$38.4M	Buy	418,366 +46,945	+13%	+$4.3M	4.04%	5
2025 Q2	$34.1M	Buy	371,421 +11,019	+3%	+$1.01M	3.99%	5
2025 Q1	$33.1M	Buy	360,402 +357,132	+10,921%	+$32.7M	4.45%	5
2024 Q4	$299K	Buy	+3,270	New	+$299K	0.04%	207

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

Relyea Zuckerberg Hanson's BIL Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4.4% in Q2 2026, buying an estimated $2.04M and bringing the position to 527,732 shares worth $48.4M. The position accounts for 4.03% of the portfolio, ranked #5.

Relyea Zuckerberg Hanson first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Relyea Zuckerberg Hanson held 527,732 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $48.4M as of Q2 2026.
Relyea Zuckerberg Hanson bought 22,250 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.04M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 4.03% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #5 holding.
Relyea Zuckerberg Hanson first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.