4Wealth Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

4Wealth 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	$6.04M	Buy	65,909 +22,847	+53%	+$2.09M	4.64%	1
2026 Q1	$3.95M	Buy	43,062 +36,226	+530%	+$3.32M	3.37%	3
2025 Q4	$625K	Buy	6,836 +3,318	+94%	+$304K	0.53%	64
2025 Q3	$323K	Buy	3,518 +203	+6%	+$18.6K	0.29%	105
2025 Q2	$304K	Buy	3,315 +79	+2%	+$7.24K	0.31%	106
2025 Q1	$297K	Sell	3,236 -12,074	-79%	-$1.11M	0.32%	106
2024 Q4	$1.4M	Buy	+15,310	New	+$1.4M	1.4%	16

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

4Wealth Advisors's BIL Position: Q2 2026 in Review

4Wealth Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 53% in Q2 2026, buying an estimated $2.09M and bringing the position to 65,909 shares worth $6.04M. The position accounts for 4.64% of the portfolio, ranked #1.

4Wealth Advisors first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

4Wealth Advisors held 65,909 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.04M as of Q2 2026.
4Wealth Advisors bought 22,847 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.09M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 4.64% of 4Wealth Advisors's portfolio in Q2 2026, its #1 holding.
4Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
1,289 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.