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

VestGen 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	$8.4M	Sell	91,652 -24,638	-21%	-$2.25M	0.24%	94
2026 Q1	$10.6M	Sell	116,290 -3,332	-3%	-$305K	0.28%	68
2025 Q4	$10.9M	Buy	119,622 +115,444	+2,763%	+$10.6M	0.47%	46
2025 Q3	$383K	Sell	4,178 -573	-12%	-$52.5K	0.01%	540
2025 Q2	$435K	Sell	4,751 -1,731	-27%	-$159K	0.02%	442
2025 Q1	$595K	Buy	+6,482	New	+$594K	0.03%	365

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

VestGen Advisors's BIL Position: Q2 2026 in Review

VestGen Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 21% in Q2 2026, selling an estimated $2.25M and leaving 91,652 shares worth $8.4M. The position accounts for 0.24% of the portfolio, ranked #94.

VestGen Advisors first reported a position in BIL in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.9M in Q4 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

VestGen Advisors held 91,652 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $8.4M as of Q2 2026.
VestGen Advisors sold 24,638 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.25M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.24% of VestGen Advisors's portfolio in Q2 2026, its #94 holding.
VestGen Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $10.9M in Q4 2025.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.