Secure Asset Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Secure Asset Management’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	$247K	Sell	2,692 -76	-3%	-$6.96K	0.03%	281
2026 Q1	$254K	Sell	2,768 -25	-0.9%	-$2.29K	0.04%	272
2025 Q4	$255K	Sell	2,793 -33	-1%	-$3.02K	0.04%	288
2025 Q3	$258K	Sell	2,826 -16	-0.6%	-$1.47K	0.04%	269
2025 Q2	$261K	Buy	2,842 +224	+9%	+$20.5K	0.05%	267
2025 Q1	$240K	Buy	2,618 +17	+0.7%	+$1.56K	0.05%	265
2024 Q4	$238K	Buy	2,601 +243	+10%	+$22.3K	0.04%	287
2024 Q3	$216K	Sell	2,358 -234	-9%	-$21.4K	0.04%	287
2024 Q2	$238K	Sell	2,592 -8	-0.3%	-$733	0.05%	255
2024 Q1	$239K	Sell	2,600 -359	-12%	-$32.9K	0.06%	210
2023 Q4	$270K	Sell	2,959 -68	-2%	-$6.23K	0.07%	182
2023 Q3	$278K	Buy	+3,027	New	+$277K	0.08%	174

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

Secure Asset Management's BIL Position: Q2 2026 in Review

Secure Asset Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 2.7% in Q2 2026, selling an estimated $6.96K and leaving 2,692 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #281.

Secure Asset Management first reported a position in BIL in Q3 2023 and has held it in 12 quarters since. The position peaked at $278K in Q3 2023. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Secure Asset Management held 2,692 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $247K as of Q2 2026.
Secure Asset Management sold 76 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $6.96K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.03% of Secure Asset Management's portfolio in Q2 2026, its #281 holding.
Secure Asset Management 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.
Secure Asset Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $278K in Q3 2023.
1,290 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.