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

Stonebridge Capital 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
2025 Q3	–	Sell	-3,664	Closed	-$336K	–	217
2025 Q2	$336K	Buy	3,664 +90	+3%	+$8.24K	0.03%	160
2025 Q1	$328K	Hold	3,574	–	–	0.03%	155
2024 Q4	$327K	Sell	3,574 -192	-5%	-$17.6K	0.03%	162
2024 Q3	$346K	Buy	+3,766	New	+$345K	0.03%	167
2023 Q3	–	Sell	-77	Closed	-$7.07K	–	932
2023 Q2	$7.07K	Sell	77 -268	-78%	-$24.6K	﹤0.01%	667
2023 Q1	$31.7K	Buy	345 +344	+34,400%	+$31.5K	﹤0.01%	439
2022 Q4	$91	Hold	1	–	–	﹤0.01%	939
2022 Q3	$0	Sell	1 -1	-50%	-$91	﹤0.01%	1005
2022 Q2	$0	Sell	2 -62	-97%	-$5.67K	﹤0.01%	920
2022 Q1	$6K	Buy	64 +62	+3,100%	+$5.67K	﹤0.01%	744
2021 Q4	$0	Hold	2	–	–	﹤0.01%	968
2021 Q3	$0	Buy	2 +1	+100%	+$91	﹤0.01%	954
2021 Q2	$0	Sell	1 -166	-99%	-$15.2K	﹤0.01%	908
2021 Q1	$15K	Buy	+167	New	+$15.3K	﹤0.01%	554

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stonebridge Capital Advisors's BIL Position: Q3 2025 in Review

Stonebridge Capital Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2025, closing a stake of 3,664 shares — an estimated $336K sold.

Stonebridge Capital Advisors first reported a position in BIL in Q1 2021 and held it in 14 quarters. The position peaked at $346K in Q3 2024. 1,170 funds tracked by Wall St. Rank hold BIL as of Q3 2025.

Stonebridge Capital Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
Stonebridge Capital Advisors sold 3,664 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $336K.
Stonebridge Capital Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2021 and held it in 14 quarters.
Stonebridge Capital Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $346K in Q3 2024.
1,170 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2025.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.