Saxon Interests’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Saxon Interests’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	$352K	Sell	3,837 -34	-0.9%	-$3.11K	0.1%	187
2026 Q1	$355K	Sell	3,871 -1,134	-23%	-$104K	0.12%	176
2025 Q4	$457K	Buy	5,005 +210	+4%	+$19.2K	0.16%	127
2025 Q3	$440K	Sell	4,795 -436	-8%	-$39.9K	0.17%	120
2025 Q2	$480K	Hold	5,231	–	–	0.22%	103
2025 Q1	$480K	Sell	5,231 -2,076	-28%	-$190K	0.22%	103
2024 Q4	$668K	Sell	7,307 -5,534	-43%	-$507K	0.29%	79
2024 Q3	$1.18M	Sell	12,841 -46,946	-79%	-$4.3M	0.54%	51
2024 Q2	$5.49M	Buy	59,787 +4,823	+9%	+$442K	2.61%	6
2024 Q1	$5.05M	Sell	54,964 -32,315	-37%	-$2.96M	2.41%	7
2023 Q4	$7.98M	Buy	87,279 +78,016	+842%	+$7.14M	3.99%	2
2023 Q3	$851K	Buy	+9,263	New	+$849K	0.57%	47

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

Saxon Interests's BIL Position: Q2 2026 in Review

Saxon Interests reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.88% in Q2 2026, selling an estimated $3.11K and leaving 3,837 shares worth $352K. The position accounts for 0.1% of the portfolio, ranked #187.

Saxon Interests first reported a position in BIL in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.98M in Q4 2023. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Saxon Interests held 3,837 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $352K as of Q2 2026.
Saxon Interests sold 34 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $3.11K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.1% of Saxon Interests's portfolio in Q2 2026, its #187 holding.
Saxon Interests first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023 and has held it in 12 quarters since.
Saxon Interests's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $7.98M in Q4 2023.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.