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

Richmond Investment 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	$1.09M	Sell	11,874 -11,523	-49%	-$1.05M	0.34%	48
2026 Q1	$2.14M	Buy	23,397 +14,996	+179%	+$1.37M	0.35%	49
2025 Q4	$768K	Sell	8,401 -1,378	-14%	-$126K	0.13%	100
2025 Q3	$897K	Sell	9,779 -21,611	-69%	-$1.98M	0.17%	84
2025 Q2	$2.88M	Buy	31,390 +12,874	+70%	+$1.18M	0.61%	30
2025 Q1	$1.7M	Sell	18,516 -2,868	-13%	-$263K	0.92%	21
2024 Q4	$1.96M	Buy	+21,384	New	+$1.96M	1.1%	21

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

Richmond Investment Services's BIL Position: Q2 2026 in Review

Richmond Investment Services reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 49% in Q2 2026, selling an estimated $1.05M and leaving 11,874 shares worth $1.09M. The position accounts for 0.34% of the portfolio, ranked #48.

Richmond Investment Services first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.88M in Q2 2025. 1,294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Richmond Investment Services held 11,874 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.09M as of Q2 2026.
Richmond Investment Services sold 11,523 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.05M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.34% of Richmond Investment Services's portfolio in Q2 2026, its #48 holding.
Richmond Investment Services 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.
Richmond Investment Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.88M in Q2 2025.
1,294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.