Robertson Stephens Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Robertson Stephens Wealth Management’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	$305K	Buy	3,328 +8	+0.2%	+$732	0.01%	520
2026 Q1	$304K	Sell	3,320 -5,484	-62%	-$502K	0.01%	511
2025 Q4	$805K	Buy	8,804 +6,448	+274%	+$590K	0.02%	345
2025 Q3	$216K	Sell	2,356 -102	-4%	-$9.34K	0.01%	503
2025 Q2	$225K	Sell	2,458 -883	-26%	-$80.9K	0.01%	514
2025 Q1	$306K	Sell	3,341 -31	-0.9%	-$2.84K	0.01%	453
2024 Q4	$308K	Sell	3,372 -13,595	-80%	-$1.25M	0.01%	462
2024 Q3	$1.56M	Buy	16,967 +13,746	+427%	+$1.26M	0.06%	225
2024 Q2	$296K	Buy	+3,221	New	+$295K	0.01%	416
2020 Q2	–	Sell	-12,151	Closed	-$1.11M	–	191
2020 Q1	$1.11M	Buy	+12,151	New	+$1.11M	0.38%	57

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

Robertson Stephens Wealth Management's BIL Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.24% in Q2 2026, buying an estimated $732 and bringing the position to 3,328 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #520.

Robertson Stephens Wealth Management first reported a position in BIL in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.56M in Q3 2024. 1,300 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Robertson Stephens Wealth Management held 3,328 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $305K as of Q2 2026.
Robertson Stephens Wealth Management bought 8 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $732.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #520 holding.
Robertson Stephens Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2020 and has held it in 10 quarters since.
Robertson Stephens Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.56M in Q3 2024.
1,300 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.