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

Strategent Financial’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	$3.14M	Buy	34,275 +8,302	+32%	+$760K	1.81%	14
2026 Q1	$2.38M	Sell	25,973 -10,923	-30%	-$1,000K	1.62%	15
2025 Q4	$3.37M	Sell	36,896 -7,458	-17%	-$683K	2.13%	13
2025 Q3	$4.07M	Sell	44,354 -2,651	-6%	-$243K	2.91%	8
2025 Q2	$4.31M	Buy	47,005 +12,233	+35%	+$1.12M	3.36%	8
2025 Q1	$3.19M	Buy	34,772 +3,345	+11%	+$306K	2.89%	8
2024 Q4	$2.87M	Buy	+31,427	New	+$2.88M	2.85%	7

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

Strategent Financial's BIL Position: Q2 2026 in Review

Strategent Financial increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 32% in Q2 2026, buying an estimated $760K and bringing the position to 34,275 shares worth $3.14M. The position accounts for 1.81% of the portfolio, ranked #14.

Strategent Financial first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.31M in Q2 2025. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Strategent Financial held 34,275 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.14M as of Q2 2026.
Strategent Financial bought 8,302 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $760K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.81% of Strategent Financial's portfolio in Q2 2026, its #14 holding.
Strategent Financial first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
Strategent Financial's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $4.31M in Q2 2025.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Strategent Financial's 13F filing for Q2 2026, filed 3 Aug 2026.