Concurrent Investment Advisors 13F: Adds $31M to BIL Stake

The fund significantly increased its holdings in BIL, reflecting a strong commitment to U.S. Treasury securities.

Reviewed by automated data checks against the source filing. How we make and check alerts

Concurrent Investment Advisors added 337,885 shares to its stake in State Street SPDR Bloomberg 1-3 Month T-Bill ETF ($BIL), an 82.51% increase, according to a 13F filing with the SEC dated October 16, 2026. It reported 747,372 shares worth $68.49 million at the end of the quarter.

Find the original: Concurrent Investment Advisors 13F filings on SEC EDGAR

BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
$91.57 +2.83% year to date
Daily close · Oct 16, 2026

Key Points

  • Concurrent Investment Advisors boosted its stake in the State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) by 337,885 shares, raising its total to 747,372 shares worth about $68.5 million.
  • As of October 16, 2026, BIL traded recently around $91.57, slightly above its 52-week low of $91.26 but below its high of $91.77.
  • The ETF offers a dividend yield of 3.71%, indicating a steady return for investors in U.S. Treasury securities.

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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated State Street SPDR Bloomberg 1-3 Month T-Bill ETF alert may contain errors. Disclosures

Concurrent Investment Advisors has boosted its position in the State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL). In a filing on October 16, 2026, the fund increased its holdings by 337,885 shares, bringing its total to 747,372 shares valued at approximately $68.5 million.

What Changed in Concurrent Investment Advisors' BIL Position

The increase represents an 82.5% change in Concurrent Investment Advisors' holdings. This is not a new position, as the fund already held shares before, but it demonstrates a strong commitment to the ETF that focuses on short-term U.S. Treasury securities.

Other Institutional Activity in BIL

There are no recent reports of other institutions making moves in BIL, indicating that Concurrent Investment Advisors' action is currently a standout in this space.

State Street SPDR Bloomberg 1-3 Month T-Bill ETF Stock Holds Steady

As of October 16, 2026, BIL traded recently around $91.57. This price is about equal to its 50-day moving average of 91.527 and its 200-day average of 91.5192. However, the stock is slightly below its 52-week high of $91.77, while it remains above its low of $91.26, suggesting a stable trading environment for the ETF.

Recent Earnings

BIL's earnings data is not applicable as it is an ETF focused on Treasury securities, typically structured to follow the performance of the index rather than report earnings.

Dividend

BIL currently has a dividend yield of 3.71%, providing investors with a steady income from their investment in U.S. Treasury securities.

Insider Buying and Selling at State Street SPDR Bloomberg 1-3 Month T-Bill ETF

There are no reported insider trades for BIL at this time.

Analysts Set New Price Targets

There are no recent analyst ratings or price targets for BIL, suggesting a quiet period for analyst coverage.

About BIL

The State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) aims to track the performance of short-term U.S. Treasury bills. These securities typically have maturities ranging from one to three months, making them a low-risk investment option for conservative investors.

Bottom Line

Investors should keep an eye on future filings and any changes in holdings by other institutions. This filing reflects the fund's position as of the reporting period and may not represent its current stance. The next earnings report specifics were not applicable for this ETF, given its structure. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.

Source: Concurrent Investment Advisors's 13F filing on $BIL (Oct 16, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Concurrent Investment Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts

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