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

Vista 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	$3.18M	Sell	34,692 -198	-0.6%	-$18.1K	0.96%	33
2026 Q1	$3.2M	Sell	34,890 -7,002	-17%	-$641K	1.06%	26
2025 Q4	$3.83M	Sell	41,892 -19,240	-31%	-$1.76M	1.26%	20
2025 Q3	$5.61M	Buy	61,132 +12,721	+26%	+$1.17M	1.96%	11
2025 Q2	$4.44M	Sell	48,411 -743	-2%	-$68K	1.65%	14
2025 Q1	$4.51M	Buy	49,154 +10,219	+26%	+$936K	1.76%	13
2024 Q4	$3.56M	Sell	38,935 -4,422	-10%	-$405K	1.35%	19
2024 Q3	$3.98M	Buy	43,357 +10,098	+30%	+$925K	1.5%	15
2024 Q2	$3.05M	Sell	33,259 -6,975	-17%	-$639K	1.24%	22
2024 Q1	$3.69M	Buy	40,234 +587	+1%	+$53.8K	1.5%	15
2023 Q4	$3.62M	Buy	39,647 +17,291	+77%	+$1.58M	1.68%	13
2023 Q3	$2.05M	Sell	22,356 -218	-1%	-$20K	1.08%	25
2023 Q2	$2.07M	Sell	22,574 -13,188	-37%	-$1.21M	1.05%	27
2023 Q1	$3.28M	Buy	35,762 +691	+2%	+$63.3K	1.74%	11
2022 Q4	$3.21M	Buy	35,071 +2,574	+8%	+$236K	1.83%	10
2022 Q3	$2.98M	Buy	32,497 +15,483	+91%	+$1.42M	1.83%	11
2022 Q2	$1.56M	Buy	17,014 +1,930	+13%	+$176K	0.94%	30
2022 Q1	$1.38M	Buy	15,084 +8,808	+140%	+$805K	0.76%	43
2021 Q4	$574K	Buy	+6,276	New	+$574K	0.31%	88
2020 Q2	–	Sell	-14,650	Closed	-$1.34M	–	131
2020 Q1	$1.34M	Sell	14,650 -9,645	-40%	-$883K	1.37%	22
2019 Q4	$2.22M	Sell	24,295 -1,703	-7%	-$156K	1.67%	11
2019 Q3	$2.38M	Buy	25,998 +6,315	+32%	+$578K	1.96%	7
2019 Q2	$1.8M	Sell	19,683 -1,202	-6%	-$110K	1.53%	18
2019 Q1	$1.91M	Buy	20,885 +4,079	+24%	+$373K	1.68%	12
2018 Q4	$1.54M	Buy	16,806 +3,495	+26%	+$320K	1.58%	14
2018 Q3	$1.22M	Buy	+13,311	New	+$1.22M	1.08%	31

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

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

Vista Investment Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.57% in Q2 2026, selling an estimated $18.1K and leaving 34,692 shares worth $3.18M. The position accounts for 0.96% of the portfolio, ranked #33.

Vista Investment Management first reported a position in BIL in Q3 2018 and has held it in 26 quarters since. The position peaked at $5.61M in Q3 2025. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Vista Investment Management held 34,692 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.18M as of Q2 2026.
Vista Investment Management sold 198 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $18.1K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.96% of Vista Investment Management's portfolio in Q2 2026, its #33 holding.
Vista Investment Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2018 and has held it in 26 quarters since.
Vista Investment Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $5.61M in Q3 2025.
1,290 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.