RIL
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Rothschild Investment LLC’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Rothschild Investment LLC’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 		$423K Buy
4,620
+67
+1% +$6.13K 0.02% 656
2026
Q1 		$417K Buy
4,553
+2
+0% +$183 0.02% 449
2025
Q4 		$416K Sell
4,551
-2,162
-32% -$198K 0.02% 410
2025
Q3 		$616K Buy
6,713
+1,127
+20% +$103K 0.03% 305
2025
Q2 		$512K Sell
5,586
-194
-3% -$17.8K 0.03% 334
2025
Q1 		$530K Buy
5,780
+1,102
+24% +$101K 0.04% 328
2024
Q4 		$428K Buy
4,678
+4
+0.1% +$366 0.03% 370
2024
Q3 		$429K Sell
4,674
-541
-10% -$49.6K 0.03% 373
2024
Q2 		$479K Buy
5,215
+276
+6% +$25.3K 0.03% 335
2024
Q1 		$453K Buy
4,939
+190
+4% +$17.4K 0.03% 341
2023
Q4 		$434K Buy
4,749
+1,510
+47% +$138K 0.04% 299
2023
Q3 		$297K Sell
3,239
-8,300
-72% -$761K 0.03% 385
2023
Q2 		$1.06M Buy
11,539
+352
+3% +$32.2K 0.09% 211
2023
Q1 		$1.03M Buy
11,187
+1,610
+17% +$147K 0.09% 204
2022
Q4 		$876K Buy
+9,577
New +$876K 0.08% 225

Other funds holding BIL

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rothschild Investment LLC's BIL Position: Q2 2026 in Review

Rothschild Investment LLC increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.5% in Q2 2026, buying an estimated $6.13K and bringing the position to 4,620 shares worth $423K. The position accounts for 0.02% of the portfolio, ranked #656.

Rothschild Investment LLC first reported a position in BIL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.06M in Q2 2023. 802 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Rothschild Investment LLC held 4,620 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $423K as of Q2 2026.
  • Rothschild Investment LLC bought 67 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $6.13K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #656 holding.
  • Rothschild Investment LLC first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 15 quarters since.
  • Rothschild Investment LLC's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.06M in Q2 2023.
  • 802 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.