Sacks & Associates’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Sacks & Associates’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	$6.4M	Sell	69,830 -940	-1%	-$86K	4.32%	4
2026 Q1	$6.49M	Buy	70,770 +5,025	+8%	+$460K	4.82%	3
2025 Q4	$6.01M	Buy	+65,745	New	+$6.02M	4.41%	4

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

Sacks & Associates's BIL Position: Q2 2026 in Review

Sacks & Associates reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.3% in Q2 2026, selling an estimated $86K and leaving 69,830 shares worth $6.4M. The position accounts for 4.32% of the portfolio, ranked #4.

Sacks & Associates first reported a position in BIL in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.49M in Q1 2026. 1,283 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Sacks & Associates held 69,830 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.4M as of Q2 2026.
Sacks & Associates sold 940 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $86K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 4.32% of Sacks & Associates's portfolio in Q2 2026, its #4 holding.
Sacks & Associates first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2025 and has held it in 3 quarters since.
Sacks & Associates's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $6.49M in Q1 2026.
1,283 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.