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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
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

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SI
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

YHB Investment Advisors's BIL Position: Q2 2026 in Review

YHB Investment Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 5.4% in Q2 2026, selling an estimated $56.7K and leaving 10,915 shares worth $1M. The position accounts for 0.06% of the portfolio, ranked #176.

YHB Investment Advisors first reported a position in BIL in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.06M in Q1 2026. 625 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • YHB Investment Advisors held 10,915 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1M as of Q2 2026.
  • YHB Investment Advisors sold 620 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $56.7K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.06% of YHB Investment Advisors's portfolio in Q2 2026, its #176 holding.
  • YHB Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023 and has held it in 5 quarters since.
  • YHB Investment Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.06M in Q1 2026.
  • 625 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.