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

United Asset Strategies’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	$449K	Buy	4,900 +30	+0.6%	+$2.75K	0.03%	214
2026 Q1	$446K	Buy	4,870 +620	+15%	+$56.7K	0.04%	204
2025 Q4	$388K	Sell	4,250 -1,316	-24%	-$120K	0.03%	206
2025 Q3	$511K	Sell	5,566 -1,899	-25%	-$174K	0.04%	194
2025 Q2	$685K	Buy	7,465 +5,061	+211%	+$463K	0.06%	170
2025 Q1	$221K	Buy	+2,404	New	+$220K	0.02%	227
2024 Q1	–	Sell	-6,434	Closed	-$588K	–	237
2023 Q4	$588K	Sell	6,434 -387	-6%	-$35.4K	0.07%	179
2023 Q3	$626K	Sell	6,821 -950	-12%	-$87.1K	0.08%	165
2023 Q2	$714K	Sell	7,771 -182,633	-96%	-$16.7M	0.09%	149
2023 Q1	$9.17M	Buy	190,404 +182,954	+2,456%	+$16.8M	1.21%	25
2022 Q4	$681K	Sell	7,450 -9,939	-57%	-$910K	0.1%	156
2022 Q3	$1.59M	Sell	17,389 -43,113	-71%	-$3.94M	0.24%	90
2022 Q2	$5.54M	Sell	60,502 -6,647	-10%	-$608K	0.81%	43
2022 Q1	$6.14M	Buy	67,149 +49,670	+284%	+$4.54M	0.78%	45
2021 Q4	$1.6M	Sell	17,479 -37,627	-68%	-$3.44M	0.19%	95
2021 Q3	$5.04M	Buy	55,106 +38,858	+239%	+$3.55M	0.65%	48
2021 Q2	$1.49M	Sell	16,248 -47,775	-75%	-$4.37M	0.2%	92
2021 Q1	$5.86M	Buy	64,023 +5,992	+10%	+$548K	0.85%	42
2020 Q4	$5.31M	Buy	58,031 +2,210	+4%	+$202K	0.83%	43
2020 Q3	$5.11M	Sell	55,821 -152,102	-73%	-$13.9M	0.94%	40
2020 Q2	$19M	Buy	207,923 +310	+0.1%	+$28.4K	3.75%	3
2020 Q1	$19M	Buy	207,613 +154,321	+290%	+$14.1M	4.72%	1
2019 Q4	$4.87M	Buy	+53,292	New	+$4.88M	0.95%	40
2019 Q3	–	Sell	-59,587	Closed	-$5.46M	–	181
2019 Q2	$5.46M	Buy	59,587 +53,067	+814%	+$4.86M	1.25%	26
2019 Q1	$597K	Sell	6,520 -117,627	-95%	-$10.8M	0.14%	127
2018 Q4	$11.4M	Buy	124,147 +117,794	+1,854%	+$10.8M	3.1%	3
2018 Q3	$582K	Buy	+6,353	New	+$581K	0.14%	132
2017 Q3	–	Sell	-147,638	Closed	-$13.5M	–	124
2017 Q2	$13.5M	Sell	147,638 -17,358	-11%	-$1.59M	4.01%	1
2017 Q1	$15.1M	Buy	164,996 +11,452	+7%	+$1.05M	4.6%	1
2016 Q4	$14M	Buy	153,544 +495	+0.3%	+$45.3K	4.58%	1
2016 Q3	$14M	Buy	153,049 +142,338	+1,329%	+$13M	4.9%	1
2016 Q2	$979K	Buy	+10,711	New	+$979K	0.37%	65

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

United Asset Strategies's BIL Position: Q2 2026 in Review

United Asset Strategies increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.62% in Q2 2026, buying an estimated $2.75K and bringing the position to 4,900 shares worth $449K. The position accounts for 0.03% of the portfolio, ranked #214.

United Asset Strategies first reported a position in BIL in Q2 2016 and has held it in 32 quarters since. The position peaked at $19M in Q2 2020. 258 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

United Asset Strategies held 4,900 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $449K as of Q2 2026.
United Asset Strategies bought 30 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.75K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.03% of United Asset Strategies's portfolio in Q2 2026, its #214 holding.
United Asset Strategies first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2016 and has held it in 32 quarters since.
United Asset Strategies's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $19M in Q2 2020.
258 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.