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

Stiles Financial Services’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	$465K	Sell	5,072 -1,225	-19%	-$112K	0.12%	126
2026 Q1	$577K	Sell	6,297 -301	-5%	-$27.5K	0.18%	112
2025 Q4	$603K	Sell	6,598 -3,854	-37%	-$353K	0.19%	112
2025 Q3	$959K	Sell	10,452 -8,667	-45%	-$794K	0.3%	87
2025 Q2	$1.75M	Sell	19,119 -4,905	-20%	-$449K	0.61%	56
2025 Q1	$2.2M	Sell	24,024 -36,163	-60%	-$3.31M	0.85%	38
2024 Q4	$5.5M	Sell	60,187 -7,390	-11%	-$677K	1.99%	7
2024 Q3	$6.2M	Buy	67,577 +64,131	+1,861%	+$5.88M	2.19%	8
2024 Q2	$316K	Buy	+3,446	New	+$316K	0.12%	136

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

Stiles Financial Services's BIL Position: Q2 2026 in Review

Stiles Financial Services reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 19% in Q2 2026, selling an estimated $112K and leaving 5,072 shares worth $465K. The position accounts for 0.12% of the portfolio, ranked #126.

Stiles Financial Services first reported a position in BIL in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.2M in Q3 2024. 1,294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Stiles Financial Services held 5,072 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $465K as of Q2 2026.
Stiles Financial Services sold 1,225 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $112K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.12% of Stiles Financial Services's portfolio in Q2 2026, its #126 holding.
Stiles Financial Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and has held it in 9 quarters since.
Stiles Financial Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $6.2M in Q3 2024.
1,294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.