Tilia Fiduciary Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Tilia Fiduciary Partners’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 Q2	–	Sell	-2,492	Closed	-$229K	–	116
2025 Q1	$229K	Sell	2,492 -3,050	-55%	-$279K	0.15%	105
2024 Q4	$507K	Buy	+5,542	New	+$508K	0.35%	69
2023 Q3	–	Sell	-42	Closed	-$3.86K	–	135
2023 Q2	$3.86K	Hold	42	–	–	﹤0.01%	459
2023 Q1	$3.86K	Hold	42	–	–	﹤0.01%	445
2022 Q4	$3.84K	Sell	42 -21	-33%	-$1.92K	﹤0.01%	429
2022 Q3	$6K	Sell	63 -160	-72%	-$14.6K	0.01%	408
2022 Q2	$20K	Hold	223	–	–	0.02%	294
2022 Q1	$20K	Hold	223	–	–	0.02%	320
2021 Q4	$20K	Buy	+223	New	+$20.4K	0.02%	335

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Tilia Fiduciary Partners's BIL Position: Q2 2025 in Review

Tilia Fiduciary Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2025, closing a stake of 2,492 shares — an estimated $229K sold.

Tilia Fiduciary Partners first reported a position in BIL in Q4 2021 and held it in 9 quarters. The position peaked at $507K in Q4 2024. 1,176 funds tracked by Wall St. Rank hold BIL as of Q2 2025.

Tilia Fiduciary Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2025 after selling out during the quarter.
Tilia Fiduciary Partners sold 2,492 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2025, an estimated $229K.
Tilia Fiduciary Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2021 and held it in 9 quarters.
Tilia Fiduciary Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $507K in Q4 2024.
1,176 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2025.

Based on Tilia Fiduciary Partners's 13F filing for Q2 2025, filed 21 Jul 2025.