Wellington-Altus USA’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Wellington-Altus USA’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	$1.24M	Buy	13,548 +1,268	+10%	+$116K	0.88%	24
2026 Q1	$1.13M	Buy	12,280 +342	+3%	+$31.3K	0.66%	30
2025 Q4	$1.09M	Buy	+11,938	New	+$1.09M	0.81%	26

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

Wellington-Altus USA's BIL Position: Q2 2026 in Review

Wellington-Altus USA increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 10% in Q2 2026, buying an estimated $116K and bringing the position to 13,548 shares worth $1.24M. The position accounts for 0.88% of the portfolio, ranked #24.

Wellington-Altus USA first reported a position in BIL in Q4 2025 and has held it in 3 quarters since. 1,297 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Wellington-Altus USA held 13,548 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.24M as of Q2 2026.
Wellington-Altus USA bought 1,268 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $116K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.88% of Wellington-Altus USA's portfolio in Q2 2026, its #24 holding.
Wellington-Altus USA first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2025 and has held it in 3 quarters since.
1,297 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.