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

AllGen Financial 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	$1.37M	Buy	14,959 +188	+1%	+$17.2K	0.3%	26
2026 Q1	$1.35M	Sell	14,771 -120,511	-89%	-$11M	0.32%	26
2025 Q4	$12.4M	Buy	135,282 +22,838	+20%	+$2.09M	2.93%	10
2025 Q3	$10.3M	Buy	112,444 +55,393	+97%	+$5.07M	2.53%	10
2025 Q2	$5.23M	Buy	+57,051	New	+$5.22M	1.41%	16
2024 Q4	–	Sell	-16,107	Closed	-$1.48M	–	38
2024 Q3	$1.48M	Buy	+16,107	New	+$1.48M	0.48%	31

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

AllGen Financial Advisors's BIL Position: Q2 2026 in Review

AllGen Financial Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.3% in Q2 2026, buying an estimated $17.2K and bringing the position to 14,959 shares worth $1.37M. The position accounts for 0.3% of the portfolio, ranked #26.

AllGen Financial Advisors first reported a position in BIL in Q3 2024 and has held it in 6 quarters since. The position peaked at $12.4M in Q4 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

AllGen Financial Advisors held 14,959 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.37M as of Q2 2026.
AllGen Financial Advisors bought 188 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $17.2K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.3% of AllGen Financial Advisors's portfolio in Q2 2026, its #26 holding.
AllGen Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2024 and has held it in 6 quarters since.
AllGen Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $12.4M in Q4 2025.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on AllGen Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.