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

Axim Planning & 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	$2.23M	Sell	24,316 -1,005	-4%	-$92K	3.11%	3
2026 Q1	$2.32M	Buy	25,321 +7,749	+44%	+$709K	2.81%	3
2025 Q4	$1.61M	Buy	17,572 +7,816	+80%	+$716K	1.69%	3
2025 Q3	$895K	Buy	+9,756	New	+$894K	0.71%	11
2024 Q3	–	Sell	-3,132	Closed	-$287K	–	36
2024 Q2	$287K	Buy	+3,132	New	+$287K	0.34%	15

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

Axim Planning & Wealth's BIL Position: Q2 2026 in Review

Axim Planning & Wealth reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4% in Q2 2026, selling an estimated $92K and leaving 24,316 shares worth $2.23M. The position accounts for 3.11% of the portfolio, ranked #3.

Axim Planning & Wealth first reported a position in BIL in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.32M in Q1 2026. 1,300 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Axim Planning & Wealth held 24,316 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.23M as of Q2 2026.
Axim Planning & Wealth sold 1,005 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $92K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 3.11% of Axim Planning & Wealth's portfolio in Q2 2026, its #3 holding.
Axim Planning & Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and has held it in 5 quarters since.
Axim Planning & Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.32M in Q1 2026.
1,300 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.