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

Root Financial Partners’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	-11	Closed	-$1.01K	–	744
2026 Q1	$1.01K	Sell	11 -811	-99%	-$74.2K	﹤0.01%	2611
2025 Q4	$75.1K	Sell	822 -199	-19%	-$18.2K	﹤0.01%	567
2025 Q3	$93.7K	Sell	1,021 -1,678	-62%	-$154K	0.01%	461
2025 Q2	$248K	Sell	2,699 -739	-21%	-$67.7K	0.02%	211
2025 Q1	$315K	Buy	3,438 +1,187	+53%	+$109K	0.03%	149
2024 Q4	$206K	Buy	+2,251	New	+$206K	0.03%	203

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

Root Financial Partners's BIL Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 11 shares — an estimated $1.01K sold.

Root Financial Partners first reported a position in BIL in Q4 2024 and held it in 6 quarters. The position peaked at $315K in Q1 2025. 1,294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Root Financial Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 11 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.01K.
Root Financial Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and held it in 6 quarters.
Root Financial Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $315K in Q1 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 Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.