A4 Wealth Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

A4 Wealth 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	$362K	Sell	3,953 -1,768	-31%	-$162K	0.24%	60
2026 Q1	$524K	Buy	5,721 +148	+3%	+$13.5K	0.43%	45
2025 Q4	$509K	Sell	5,573 -203	-4%	-$18.6K	0.44%	45
2025 Q3	$530K	Buy	+5,776	New	+$529K	0.45%	62

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

A4 Wealth Advisors's BIL Position: Q2 2026 in Review

A4 Wealth Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 31% in Q2 2026, selling an estimated $162K and leaving 3,953 shares worth $362K. The position accounts for 0.24% of the portfolio, ranked #60.

A4 Wealth Advisors first reported a position in BIL in Q3 2025 and has held it in 4 quarters since. The position peaked at $530K in Q3 2025. 1,295 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

A4 Wealth Advisors held 3,953 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $362K as of Q2 2026.
A4 Wealth Advisors sold 1,768 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $162K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.24% of A4 Wealth Advisors's portfolio in Q2 2026, its #60 holding.
A4 Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2025 and has held it in 4 quarters since.
A4 Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $530K in Q3 2025.
1,295 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.