Stokes Family Office’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Stokes Family Office’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	$384K	Sell	4,195 -4,405	-51%	-$403K	0.04%	208
2026 Q1	$788K	Hold	8,600	–	–	0.08%	151
2025 Q4	$786K	Buy	8,600 +2,478	+40%	+$227K	0.07%	152
2025 Q3	$562K	Sell	6,122 -1,183	-16%	-$108K	0.05%	169
2025 Q2	$670K	Hold	7,305	–	–	0.07%	140
2025 Q1	$670K	Sell	7,305 -43,779	-86%	-$4.01M	0.08%	139
2024 Q4	$4.67M	Sell	51,084 -659	-1%	-$60.4K	0.5%	51
2024 Q3	$4.75M	Buy	51,743 +2,211	+4%	+$203K	0.52%	43
2024 Q2	$4.55M	Sell	49,532 -19,952	-29%	-$1.83M	0.53%	43
2024 Q1	$6.38M	Sell	69,484 -25,256	-27%	-$2.31M	0.8%	29
2023 Q4	$8.66M	Buy	94,740 +14,660	+18%	+$1.34M	1.17%	18
2023 Q3	$7.35M	Buy	+80,080	New	+$7.34M	0.86%	25

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

Stokes Family Office's BIL Position: Q2 2026 in Review

Stokes Family Office reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 51% in Q2 2026, selling an estimated $403K and leaving 4,195 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #208.

Stokes Family Office first reported a position in BIL in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.66M in Q4 2023. 1,295 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Stokes Family Office held 4,195 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $384K as of Q2 2026.
Stokes Family Office sold 4,405 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $403K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.04% of Stokes Family Office's portfolio in Q2 2026, its #208 holding.
Stokes Family Office 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.
Stokes Family Office's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $8.66M in Q4 2023.
1,295 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.