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

Stephens Inc’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	$2.31M	Sell	25,221 -6,995	-22%	-$640K	0.03%	469
2026 Q1	$2.95M	Buy	32,216 +324	+1%	+$29.6K	0.04%	402
2025 Q4	$2.91M	Sell	31,892 -6,315	-17%	-$578K	0.04%	405
2025 Q3	$3.51M	Sell	38,207 -7,763	-17%	-$711K	0.04%	359
2025 Q2	$4.22M	Sell	45,970 -770	-2%	-$70.5K	0.06%	308
2025 Q1	$4.29M	Buy	46,740 +909	+2%	+$83.3K	0.06%	300
2024 Q4	$4.19M	Buy	45,831 +3,566	+8%	+$327K	0.06%	297
2024 Q3	$3.88M	Sell	42,265 -2,827	-6%	-$259K	0.06%	307
2024 Q2	$4.14M	Sell	45,092 -3,608	-7%	-$331K	0.06%	287
2024 Q1	$4.47M	Buy	48,700 +1,080	+2%	+$98.9K	0.07%	279
2023 Q4	$4.35M	Sell	47,620 -4,850	-9%	-$444K	0.08%	260
2023 Q3	$4.82M	Buy	52,470 +6,053	+13%	+$555K	0.09%	227
2023 Q2	$4.26M	Buy	46,417 +2,507	+6%	+$230K	0.08%	254
2023 Q1	$4.03M	Sell	43,910 -3,201	-7%	-$293K	0.08%	262
2022 Q4	$4.31M	Buy	47,111 +17,111	+57%	+$1.57M	0.09%	235
2022 Q3	$2.75M	Buy	+30,000	New	+$2.74M	0.06%	310
2018 Q4	–	Sell	-8,205	Closed	-$751K	–	1120
2018 Q3	$751K	Sell	8,205 -16,084	-66%	-$1.47M	0.02%	666
2018 Q2	$2.22M	Buy	+24,289	New	+$2.22M	0.07%	308
2017 Q2	–	Sell	-9,494	Closed	-$868K	–	873
2017 Q1	$868K	Buy	+9,494	New	+$868K	0.03%	448

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

Stephens Inc's BIL Position: Q2 2026 in Review

Stephens Inc reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 22% in Q2 2026, selling an estimated $640K and leaving 25,221 shares worth $2.31M. The position accounts for 0.03% of the portfolio, ranked #469.

Stephens Inc first reported a position in BIL in Q1 2017 and has held it in 19 quarters since. The position peaked at $4.82M in Q3 2023. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Stephens Inc held 25,221 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.31M as of Q2 2026.
Stephens Inc sold 6,995 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $640K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.03% of Stephens Inc's portfolio in Q2 2026, its #469 holding.
Stephens Inc first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2017 and has held it in 19 quarters since.
Stephens Inc's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $4.82M in Q3 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 Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.