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

Sunrise 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	$1.92K	Hold	21	–	–	﹤0.01%	404
2026 Q1	$1.92K	Hold	21	–	–	﹤0.01%	404
2025 Q4	$1.92K	Buy	+21	New	+$1.92K	﹤0.01%	370

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

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

Sunrise Financial Services held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q2 2026 at 21 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Sunrise Financial Services first reported a position in BIL in Q4 2025 and has held it in 3 quarters since. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Sunrise Financial Services held 21 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.92K as of Q2 2026.
Sunrise Financial Services left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #404 holding.
Sunrise Financial Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2025 and has held it in 3 quarters since.
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 Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.