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

Transamerica Financial 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
2026 Q2	$1.49K	Sell	16 -12	-43%	-$1.1K	﹤0.01%	1383
2026 Q1	$2.56K	Buy	28 +9	+47%	+$824	﹤0.01%	1157
2025 Q4	$1.74K	Buy	+19	New	+$1.74K	﹤0.01%	1150
2024 Q3	–	Sell	-1	Closed	-$1K	–	595
2024 Q2	$1K	Hold	1	–	–	﹤0.01%	396
2024 Q1	$1K	Hold	1	–	–	﹤0.01%	440
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	389
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	415
2023 Q2	$1K	Hold	1	–	–	﹤0.01%	387
2023 Q1	$1K	Hold	1	–	–	﹤0.01%	382
2022 Q4	$1K	Hold	1	–	–	﹤0.01%	430
2022 Q3	$1K	Sell	1 -26	-96%	-$2.38K	﹤0.01%	405
2022 Q2	$3K	Buy	+27	New	+$2.47K	﹤0.01%	364
2015 Q4	–	Sell	-3,704	Closed	-$339K	–	826
2015 Q3	$339K	Buy	+3,704	New	+$339K	0.03%	252

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

Transamerica Financial Advisors's BIL Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 43% in Q2 2026, selling an estimated $1.1K and leaving 16 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Transamerica Financial Advisors first reported a position in BIL in Q3 2015 and has held it in 13 quarters since. The position peaked at $339K in Q3 2015. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Transamerica Financial Advisors held 16 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.49K as of Q2 2026.
Transamerica Financial Advisors sold 12 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.1K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1383 holding.
Transamerica Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2015 and has held it in 13 quarters since.
Transamerica Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $339K in Q3 2015.
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 Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.