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

Arkadios Wealth 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	$8.43M	Sell	91,968 -7,764	-8%	-$711K	0.13%	178
2026 Q1	$9.14M	Sell	99,732 -30,598	-23%	-$2.8M	0.15%	164
2025 Q4	$11.9M	Buy	130,330 +3,888	+3%	+$356K	0.23%	88
2025 Q3	$11.6M	Buy	126,442 +26,324	+26%	+$2.41M	0.28%	65
2025 Q2	$9.18M	Buy	100,118 +25,454	+34%	+$2.33M	0.27%	70
2025 Q1	$6.85M	Buy	74,664 +52,796	+241%	+$4.84M	0.26%	83
2024 Q4	$2M	Buy	21,868 +1,150	+6%	+$105K	0.11%	187
2024 Q3	$1.9M	Buy	20,718 +3,253	+19%	+$298K	0.11%	195
2024 Q2	$1.6M	Buy	17,465 +13,552	+346%	+$1.24M	0.11%	196
2024 Q1	$359K	Sell	3,913 -563	-13%	-$51.6K	0.03%	480
2023 Q4	$409K	Sell	4,476 -5,744	-56%	-$526K	0.03%	430
2023 Q3	$938K	Buy	10,220 +3,832	+60%	+$351K	0.09%	219
2023 Q2	$587K	Buy	6,388 +2,496	+64%	+$229K	0.07%	268
2023 Q1	$357K	Buy	+3,892	New	+$357K	0.04%	386

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

Arkadios Wealth Advisors's BIL Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 7.8% in Q2 2026, selling an estimated $711K and leaving 91,968 shares worth $8.43M. The position accounts for 0.13% of the portfolio, ranked #178.

Arkadios Wealth Advisors first reported a position in BIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.9M in Q4 2025. 1,288 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Arkadios Wealth Advisors held 91,968 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $8.43M as of Q2 2026.
Arkadios Wealth Advisors sold 7,764 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $711K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.13% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #178 holding.
Arkadios Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
Arkadios Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $11.9M in Q4 2025.
1,288 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.