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

West Financial 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	$2.99M	Sell	32,615 -46,350	-59%	-$4.24M	0.45%	25
2026 Q1	$7.24M	Sell	78,965 -188	-0.2%	-$17.2K	1.23%	17
2025 Q4	$7.23M	Sell	79,153 -4,590	-5%	-$420K	1.22%	16
2025 Q3	$7.68M	Buy	83,743 +3,406	+4%	+$312K	1.27%	16
2025 Q2	$7.37M	Sell	80,337 -634	-0.8%	-$58.1K	1.28%	16
2025 Q1	$7.43M	Buy	80,971 +5,761	+8%	+$528K	1.41%	16
2024 Q4	$6.88M	Sell	75,210 -6,480	-8%	-$593K	1.33%	16
2024 Q3	$7.5M	Buy	81,690 +13,790	+20%	+$1.26M	1.45%	16
2024 Q2	$6.23M	Buy	67,900 +1,877	+3%	+$172K	1.29%	17
2024 Q1	$6.06M	Buy	66,023 +2,044	+3%	+$187K	1.3%	17
2023 Q4	$5.85M	Buy	63,979 +48,847	+323%	+$4.47M	1.33%	17
2023 Q3	$1.39M	Buy	+15,132	New	+$1.39M	0.35%	28

Other funds holding BIL

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

West Financial Advisors's BIL Position: Q2 2026 in Review

West Financial Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 59% in Q2 2026, selling an estimated $4.24M and leaving 32,615 shares worth $2.99M. The position accounts for 0.45% of the portfolio, ranked #25.

West Financial Advisors first reported a position in BIL in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.68M in Q3 2025. 514 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

West Financial Advisors held 32,615 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.99M as of Q2 2026.
West Financial Advisors sold 46,350 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $4.24M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.45% of West Financial Advisors's portfolio in Q2 2026, its #25 holding.
West Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023 and has held it in 12 quarters since.
West Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $7.68M in Q3 2025.
514 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.