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

Accurate Wealth 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	$2.31M	Sell	25,286 -4,881	-16%	-$447K	0.22%	104
2026 Q1	$2.76M	Sell	30,167 -4,324	-13%	-$396K	0.33%	61
2025 Q4	$3.15M	Buy	34,491 +1,411	+4%	+$129K	0.4%	53
2025 Q3	$3.03M	Buy	33,080 +4,914	+17%	+$450K	0.4%	54
2025 Q2	$2.58M	Sell	28,166 -17,934	-39%	-$1.64M	0.39%	60
2025 Q1	$4.22M	Sell	46,100 -80,354	-64%	-$7.36M	0.81%	21
2024 Q4	$11.6M	Buy	126,454 +83,899	+197%	+$7.68M	2.22%	6
2024 Q3	$3.9M	Buy	42,555 +1,736	+4%	+$159K	0.78%	23
2024 Q2	$3.74M	Sell	40,819 -45,243	-53%	-$4.14M	0.9%	23
2024 Q1	$7.89M	Buy	86,062 +81,326	+1,717%	+$7.45M	2.3%	2
2023 Q4	$434K	Sell	4,736 -75,218	-94%	-$6.89M	0.13%	157
2023 Q3	$7.33M	Buy	79,954 +73,828	+1,205%	+$6.77M	2.3%	5
2023 Q2	$561K	Buy	6,126 +2,927	+91%	+$268K	0.18%	123
2023 Q1	$293K	Sell	3,199 -98,775	-97%	-$9.05M	0.1%	191
2022 Q4	$9.33M	Buy	101,974 +72,412	+245%	+$6.63M	3.43%	5
2022 Q3	$3.26M	Buy	29,562 +26,574	+889%	+$2.43M	1.36%	14
2022 Q2	$273K	Sell	2,988 -10,936	-79%	-$1,000K	0.15%	116
2022 Q1	$1.27M	Buy	+13,924	New	+$1.27M	0.57%	38

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Accurate Wealth Management's BIL Position: Q2 2026 in Review

Accurate Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 16% in Q2 2026, selling an estimated $447K and leaving 25,286 shares worth $2.31M. The position accounts for 0.22% of the portfolio, ranked #104.

Accurate Wealth Management first reported a position in BIL in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.6M in Q4 2024. 279 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Accurate Wealth Management held 25,286 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.31M as of Q2 2026.
Accurate Wealth Management sold 4,881 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $447K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.22% of Accurate Wealth Management's portfolio in Q2 2026, its #104 holding.
Accurate Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2022 and has held it in 18 quarters since.
Accurate Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $11.6M in Q4 2024.
279 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.