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

Avion Wealth’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	$13K	Hold	152	–	–	﹤0.01%	505
2026 Q1	$13K	Hold	152	–	–	﹤0.01%	413
2025 Q4	$13K	Hold	152	–	–	﹤0.01%	421
2025 Q3	$13K	Hold	152	–	–	﹤0.01%	415
2025 Q2	$13K	Sell	152 -525	-78%	-$48.1K	﹤0.01%	396
2025 Q1	$61K	Hold	677	–	–	0.02%	173
2024 Q4	$61K	Buy	677 +525	+345%	+$48.1K	0.02%	173
2024 Q3	$13K	Hold	152	–	–	﹤0.01%	318
2024 Q2	$13K	Hold	152	–	–	﹤0.01%	283
2024 Q1	$14K	Hold	152	–	–	﹤0.01%	257
2023 Q4	$14K	Hold	152	–	–	﹤0.01%	241
2023 Q3	$13K	Hold	152	–	–	﹤0.01%	245
2023 Q2	$13K	Hold	152	–	–	﹤0.01%	267
2023 Q1	$13K	Hold	152	–	–	﹤0.01%	245
2022 Q4	$13K	Hold	152	–	–	﹤0.01%	242
2022 Q3	$14K	Hold	152	–	–	﹤0.01%	239
2022 Q2	$14K	Hold	152	–	–	﹤0.01%	230
2022 Q1	$14K	Hold	152	–	–	﹤0.01%	202
2021 Q4	$14K	Hold	152	–	–	﹤0.01%	206
2021 Q3	$14K	Hold	152	–	–	﹤0.01%	206
2021 Q2	$14K	Hold	152	–	–	﹤0.01%	199
2021 Q1	$14K	Hold	152	–	–	﹤0.01%	189
2020 Q4	$14K	Hold	152	–	–	﹤0.01%	200
2020 Q3	$14K	Hold	152	–	–	﹤0.01%	160
2020 Q2	$14K	Hold	152	–	–	﹤0.01%	149
2020 Q1	$14K	Buy	+152	New	+$13.9K	0.01%	143

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

Avion Wealth's BIL Position: Q2 2026 in Review

Avion Wealth held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q2 2026 at 152 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Avion Wealth first reported a position in BIL in Q1 2020 and has held it in 26 quarters since. The position peaked at $61K in Q1 2025. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Avion Wealth held 152 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $13K as of Q2 2026.
Avion Wealth left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #505 holding.
Avion Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2020 and has held it in 26 quarters since.
Avion Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $61K in Q1 2025.
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 Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.