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

Sequoia Financial Advisors’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	$16M	Buy	174,432 +131,296	+304%	+$12M	0.08%	160
2026 Q1	$3.95M	Buy	43,136 +14,528	+51%	+$1.33M	0.02%	376
2025 Q4	$2.61M	Buy	28,608 +4,074	+17%	+$373K	0.01%	497
2025 Q3	$2.25M	Buy	24,534 +1,397	+6%	+$128K	0.01%	480
2025 Q2	$2.12M	Buy	23,137 +12,160	+111%	+$1.11M	0.01%	458
2025 Q1	$1.01M	Buy	10,977 +4,798	+78%	+$439K	0.01%	616
2024 Q4	$565K	Buy	6,179 +1,198	+24%	+$110K	0.01%	760
2024 Q3	$457K	Buy	+4,981	New	+$456K	﹤0.01%	786

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

Sequoia Financial Advisors's BIL Position: Q2 2026 in Review

Sequoia Financial Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 304% in Q2 2026, buying an estimated $12M and bringing the position to 174,432 shares worth $16M. The position accounts for 0.08% of the portfolio, ranked #160.

Sequoia Financial Advisors first reported a position in BIL in Q3 2024 and has held it in 8 quarters since. 1,292 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Sequoia Financial Advisors held 174,432 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $16M as of Q2 2026.
Sequoia Financial Advisors bought 131,296 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $12M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.08% of Sequoia Financial Advisors's portfolio in Q2 2026, its #160 holding.
Sequoia Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2024 and has held it in 8 quarters since.
1,292 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.