United Advisor Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

United Advisor Group’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	$3.18M	Buy	34,668 +18,091	+109%	+$1.66M	0.34%	78
2026 Q1	$1.52M	Buy	16,577 +12,172	+276%	+$1.11M	0.19%	135
2025 Q4	$403K	Buy	4,405 +1,464	+50%	+$134K	0.05%	314
2025 Q3	$270K	Buy	2,941 +582	+25%	+$53.3K	0.04%	381
2025 Q2	$216K	Sell	2,359 -7,271	-76%	-$666K	0.04%	364
2025 Q1	$883K	Buy	9,630 +6,323	+191%	+$579K	0.18%	127
2024 Q4	$302K	Sell	3,307 -2,838	-46%	-$260K	0.06%	296
2024 Q3	$564K	Buy	6,145 +3,608	+142%	+$331K	0.13%	165
2024 Q2	$233K	Buy	+2,537	New	+$232K	0.07%	234

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

United Advisor Group's BIL Position: Q2 2026 in Review

United Advisor Group increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 109% in Q2 2026, buying an estimated $1.66M and bringing the position to 34,668 shares worth $3.18M. The position accounts for 0.34% of the portfolio, ranked #78.

United Advisor Group first reported a position in BIL in Q2 2024 and has held it in 9 quarters since. 1,294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

United Advisor Group held 34,668 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.18M as of Q2 2026.
United Advisor Group bought 18,091 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.66M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.34% of United Advisor Group's portfolio in Q2 2026, its #78 holding.
United Advisor Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and has held it in 9 quarters since.
1,294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.