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

YHB Investment 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 Q3	–	Sell	-10,915	Closed	-$1M	–	316
2026 Q2	$1M	Sell	10,915 -620	-5%	-$56.7K	0.06%	176
2026 Q1	$1.06M	Buy	11,535 +535	+5%	+$49K	0.08%	161
2025 Q4	$1.01M	Buy	11,000 +5,500	+100%	+$504K	0.07%	165
2025 Q3	$505K	Buy	+5,500	New	+$504K	0.04%	210
2023 Q4	–	Sell	-6,544	Closed	-$601K	–	266
2023 Q3	$601K	Buy	+6,544	New	+$600K	0.06%	175

Other funds holding BIL

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

ECM

Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

YHB Investment Advisors's BIL Position: Q3 2026 in Review

YHB Investment Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2026, closing a stake of 10,915 shares — an estimated $1M sold.

YHB Investment Advisors first reported a position in BIL in Q3 2023 and held it in 5 quarters. The position peaked at $1.06M in Q1 2026. 67 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

YHB Investment Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2026 after selling out during the quarter.
YHB Investment Advisors sold 10,915 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $1M.
YHB Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023 and held it in 5 quarters.
YHB Investment Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.06M in Q1 2026.
67 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.