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

Roehl & Yi 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	–	Sell	-3,564	Closed	-$327K	–	196
2026 Q1	$327K	Buy	+3,564	New	+$326K	0.12%	132
2025 Q3	–	Sell	-4,741	Closed	-$435K	–	171
2025 Q2	$435K	Sell	4,741 -2,985	-39%	-$273K	0.22%	95
2025 Q1	$709K	Buy	+7,726	New	+$708K	0.38%	61

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

Roehl & Yi Investment Advisors's BIL Position: Q2 2026 in Review

Roehl & Yi Investment Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 3,564 shares — an estimated $327K sold.

Roehl & Yi Investment Advisors first reported a position in BIL in Q1 2025 and held it in 3 quarters. The position peaked at $709K in Q1 2025. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Roehl & Yi Investment Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
Roehl & Yi Investment Advisors sold 3,564 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $327K.
Roehl & Yi Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2025 and held it in 3 quarters.
Roehl & Yi Investment Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $709K in Q1 2025.
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 Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.