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

Angeles 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	$92.5K	Buy	1,009 +224	+29%	+$20.5K	﹤0.01%	545
2026 Q1	$71.9K	Sell	785 -394	-33%	-$36.1K	﹤0.01%	457
2025 Q4	$108K	Buy	+1,179	New	+$108K	0.01%	394
2024 Q3	–	Sell	-1,708	Closed	-$157K	–	331
2024 Q2	$157K	Buy	1,708 +8	+0.5%	+$733	0.01%	234
2024 Q1	$156K	Hold	1,700	–	–	0.02%	229
2023 Q4	$155K	Hold	1,700	–	–	0.02%	202
2023 Q3	$156K	Buy	1,700 +550	+48%	+$50.4K	0.02%	174
2023 Q2	$106K	Hold	1,150	–	–	0.01%	191
2023 Q1	$106K	Hold	1,150	–	–	0.02%	181
2022 Q4	$105K	Buy	+1,150	New	+$105K	0.02%	182

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

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

Angeles Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 29% in Q2 2026, buying an estimated $20.5K and bringing the position to 1,009 shares worth $92.5K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Angeles Wealth Management first reported a position in BIL in Q4 2022 and has held it in 10 quarters since. The position peaked at $157K in Q2 2024. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Angeles Wealth Management held 1,009 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $92.5K as of Q2 2026.
Angeles Wealth Management bought 224 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $20.5K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #545 holding.
Angeles Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 10 quarters since.
Angeles Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $157K in Q2 2024.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

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