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

Adams 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	$1.7M	Sell	18,560 -6,029	-25%	-$552K	0.33%	65
2026 Q1	$2.25M	Sell	24,589 -6,109	-20%	-$559K	0.49%	59
2025 Q4	$2.81M	Sell	30,698 -4,699	-13%	-$430K	0.6%	45
2025 Q3	$3.25M	Sell	35,397 -19,795	-36%	-$1.81M	0.7%	33
2025 Q2	$5.06M	Buy	55,192 +40,545	+277%	+$3.71M	0.96%	29
2025 Q1	$1.34M	Sell	14,647 -50	-0.3%	-$4.58K	0.26%	61
2024 Q4	$1.34M	Sell	14,697 -2,395	-14%	-$219K	0.26%	56
2024 Q3	$1.57M	Buy	+17,092	New	+$1.57M	0.34%	51
2024 Q2	–	Sell	-2,660	Closed	-$244K	–	106
2024 Q1	$244K	Buy	2,660 +31	+1%	+$2.84K	0.06%	96
2023 Q4	$240K	Buy	+2,629	New	+$241K	0.07%	87

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

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

Adams Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 25% in Q2 2026, selling an estimated $552K and leaving 18,560 shares worth $1.7M. The position accounts for 0.33% of the portfolio, ranked #65.

Adams Wealth Management first reported a position in BIL in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.06M in Q2 2025. 1,295 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Adams Wealth Management held 18,560 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.7M as of Q2 2026.
Adams Wealth Management sold 6,029 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $552K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.33% of Adams Wealth Management's portfolio in Q2 2026, its #65 holding.
Adams Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 10 quarters since.
Adams Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $5.06M in Q2 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 Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.