Total Investment Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Total Investment Management’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	$738K	Sell	8,051 -4,287	-35%	-$392K	0.08%	36
2026 Q1	$1.13M	Buy	12,338 +14	+0.1%	+$1.28K	0.13%	24
2025 Q4	$1.13M	Buy	+12,324	New	+$1.13M	0.14%	25
2025 Q3	–	Sell	-12,853	Closed	-$1.18M	–	171
2025 Q2	$1.18M	Sell	12,853 -29,183	-69%	-$2.67M	0.17%	21
2025 Q1	$3.86M	Buy	42,036 +13,895	+49%	+$1.27M	0.5%	15
2024 Q4	$2.57M	Sell	28,141 -3,198	-10%	-$293K	0.36%	16
2024 Q3	$2.88M	Buy	+31,339	New	+$2.87M	0.32%	19
2023 Q4	–	Sell	-34,928	Closed	-$3.21M	–	74
2023 Q3	$3.21M	Buy	34,928 +12,602	+56%	+$1.15M	0.46%	17
2023 Q2	$2.05M	Buy	+22,326	New	+$2.05M	0.27%	21

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

Total Investment Management's BIL Position: Q2 2026 in Review

Total Investment Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 35% in Q2 2026, selling an estimated $392K and leaving 8,051 shares worth $738K. The position accounts for 0.08% of the portfolio, ranked #36.

Total Investment Management first reported a position in BIL in Q2 2023 and has held it in 9 quarters since. The position peaked at $3.86M in Q1 2025. 1,296 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Total Investment Management held 8,051 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $738K as of Q2 2026.
Total Investment Management sold 4,287 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $392K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.08% of Total Investment Management's portfolio in Q2 2026, its #36 holding.
Total Investment Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 9 quarters since.
Total Investment Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.86M in Q1 2025.
1,296 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Total Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.