Alliance Wealth Advisors (Utah)’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Alliance Wealth Advisors (Utah)’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	$15.9M	Sell	173,380 -114,047	-40%	-$10.4M	3%	7
2026 Q1	$26.3M	Buy	287,427 +96,689	+51%	+$8.85M	5.7%	4
2025 Q4	$17.4M	Sell	190,738 -20,843	-10%	-$1.91M	3.78%	3
2025 Q3	$19.4M	Sell	211,581 -83,677	-28%	-$7.67M	4.55%	1
2025 Q2	$27.1M	Buy	295,258 +224,786	+319%	+$20.6M	6.51%	1
2025 Q1	$6.46M	Sell	70,472 -4,983	-7%	-$456K	1.69%	8
2024 Q4	$6.9M	Buy	75,455 +52,863	+234%	+$4.84M	1.78%	7
2024 Q3	$2.07M	Buy	22,592 +11,923	+112%	+$1.09M	0.55%	63
2024 Q2	$979K	Buy	10,669 +6,943	+186%	+$636K	0.29%	84
2024 Q1	$342K	Buy	3,726 +894	+32%	+$81.9K	0.1%	182
2023 Q4	$259K	Buy	+2,832	New	+$259K	0.09%	216

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

Alliance Wealth Advisors (Utah)'s BIL Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 40% in Q2 2026, selling an estimated $10.4M and leaving 173,380 shares worth $15.9M. The position accounts for 3% of the portfolio, ranked #7.

Alliance Wealth Advisors (Utah) first reported a position in BIL in Q4 2023 and has held it in 11 quarters since. The position peaked at $27.1M in Q2 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Alliance Wealth Advisors (Utah) held 173,380 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $15.9M as of Q2 2026.
Alliance Wealth Advisors (Utah) sold 114,047 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $10.4M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 3% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #7 holding.
Alliance Wealth Advisors (Utah) first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 11 quarters since.
Alliance Wealth Advisors (Utah)'s State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $27.1M in Q2 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 Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.