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

Richardson Financial 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	$183	Sell	2 -1,369	-100%	-$125K	﹤0.01%	603
2026 Q1	$126K	Buy	+1,371	New	+$125K	0.08%	198
2025 Q4	–	Sell	-3,715	Closed	-$341K	–	601
2025 Q3	$341K	Buy	3,715 +2,181	+142%	+$200K	0.21%	110
2025 Q2	$140K	Sell	1,534 -2,987	-66%	-$274K	0.09%	175
2025 Q1	$415K	Sell	4,521 -4,368	-49%	-$400K	0.32%	94
2024 Q4	$813K	Buy	8,889 +2,529	+40%	+$232K	0.57%	41
2024 Q3	$584K	Buy	6,360 +386	+6%	+$35.4K	0.37%	71
2024 Q2	$548K	Sell	5,974 -3,232	-35%	-$296K	0.39%	70
2024 Q1	$835K	Buy	9,206 +5,396	+142%	+$494K	0.59%	48
2023 Q4	$348K	Buy	+3,810	New	+$349K	0.31%	92

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

Richardson Financial Services's BIL Position: Q2 2026 in Review

Richardson Financial Services reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 100% in Q2 2026, selling an estimated $125K and leaving 2 shares worth $183. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Richardson Financial Services first reported a position in BIL in Q4 2023 and has held it in 10 quarters since. The position peaked at $835K in Q1 2024. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Richardson Financial Services held 2 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $183 as of Q2 2026.
Richardson Financial Services sold 1,369 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $125K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of Richardson Financial Services's portfolio in Q2 2026, its #603 holding.
Richardson Financial Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $835K in Q1 2024.
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 Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.