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

Zacks 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	$13.7M	Sell	149,335 -7,233	-5%	-$662K	0.1%	154
2026 Q1	$14.3M	Sell	156,568 -41,047	-21%	-$3.76M	0.12%	151
2025 Q4	$18.1M	Sell	197,615 -1,283	-0.6%	-$117K	0.14%	138
2025 Q3	$18.2M	Sell	198,898 -61,516	-24%	-$5.64M	0.15%	143
2025 Q2	$23.9M	Buy	260,414 +48,403	+23%	+$4.43M	0.2%	123
2025 Q1	$19.4M	Buy	212,011 +6,614	+3%	+$606K	0.18%	132
2024 Q4	$18.8M	Buy	205,397 +23,497	+13%	+$2.15M	0.17%	132
2024 Q3	$16.7M	Sell	181,900 -104,085	-36%	-$9.54M	0.14%	141
2024 Q2	$26.2M	Buy	285,985 +37,600	+15%	+$3.44M	0.3%	86
2024 Q1	$22.8M	Sell	248,385 -29,086	-10%	-$2.66M	0.24%	102
2023 Q4	$25.4M	Buy	277,471 +20,503	+8%	+$1.88M	0.31%	87
2023 Q3	$23.6M	Buy	256,968 +58,149	+29%	+$5.33M	0.31%	85
2023 Q2	$18.3M	Buy	198,819 +169,018	+567%	+$15.5M	0.23%	105
2023 Q1	$2.74M	Sell	29,801 -22	-0.1%	-$2.02K	0.04%	238
2022 Q4	$2.73M	Buy	29,823 +291	+1%	+$26.6K	0.04%	249
2022 Q3	$2.71M	Sell	29,532 -1,171	-4%	-$107K	0.04%	229
2022 Q2	$2.81M	Sell	30,703 -455	-1%	-$41.6K	0.04%	226
2022 Q1	$2.85M	Buy	31,158 +9,433	+43%	+$862K	0.04%	247
2021 Q4	$1.99M	Sell	21,725 -8,738	-29%	-$799K	0.03%	297
2021 Q3	$2.79M	Sell	30,463 -800	-3%	-$73.2K	0.04%	249
2021 Q2	$2.86M	Buy	31,263 +845	+3%	+$77.3K	0.05%	249
2021 Q1	$2.78M	Buy	30,418 +5,118	+20%	+$468K	0.05%	231
2020 Q4	$2.31M	Sell	25,300 -7,136	-22%	-$653K	0.04%	233
2020 Q3	$2.97M	Sell	32,436 -3,414	-10%	-$312K	0.06%	183
2020 Q2	$3.28M	Sell	35,850 -6	-0%	-$549	0.07%	162
2020 Q1	$3.29M	Buy	35,856 +29,998	+512%	+$2.75M	0.08%	147
2019 Q4	$536K	Sell	5,858 -261	-4%	-$23.9K	0.01%	443
2019 Q3	$560K	Sell	6,119 -373	-6%	-$34.1K	0.01%	428
2019 Q2	$595K	Sell	6,492 -290	-4%	-$26.5K	0.01%	443
2019 Q1	$621K	Sell	6,782 -7,671	-53%	-$702K	0.01%	437
2018 Q4	$1.32M	Buy	+14,453	New	+$1.32M	0.03%	294
2015 Q3	–	Sell	-9,347	Closed	-$854K	–	588
2015 Q2	$854K	Buy	+9,347	New	+$855K	0.03%	330
2014 Q3	–	Sell	-10,758	Closed	-$985K	–	668
2014 Q2	$985K	Buy	+10,758	New	+$985K	0.04%	266
2013 Q3	–	Sell	-10,287	Closed	-$942K	–	642
2013 Q2	$942K	Buy	+10,287	New	+$942K	0.04%	227

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

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

Zacks Investment Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4.6% in Q2 2026, selling an estimated $662K and leaving 149,335 shares worth $13.7M. The position accounts for 0.1% of the portfolio, ranked #154.

Zacks Investment Management first reported a position in BIL in Q2 2013 and has held it in 34 quarters since. The position peaked at $26.2M in Q2 2024. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Zacks Investment Management held 149,335 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $13.7M as of Q2 2026.
Zacks Investment Management sold 7,233 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $662K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.1% of Zacks Investment Management's portfolio in Q2 2026, its #154 holding.
Zacks Investment Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2013 and has held it in 34 quarters since.
Zacks Investment Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $26.2M in Q2 2024.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

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