B.O.S.S. Retirement Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

B.O.S.S. Retirement 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	$1.1M	Sell	12,045 -3,841	-24%	-$352K	0.3%	57
2026 Q1	$1.46M	Sell	15,886 -521	-3%	-$47.7K	0.44%	50
2025 Q4	$1.5M	Sell	16,407 -8,781	-35%	-$804K	0.47%	46
2025 Q3	$2.31M	Sell	25,188 -10,356	-29%	-$949K	0.55%	38
2025 Q2	$3.26M	Buy	35,544 +5,678	+19%	+$520K	0.82%	29
2025 Q1	$2.74M	Buy	29,866 +2,327	+8%	+$213K	0.79%	26
2024 Q4	$2.52M	Buy	27,539 +21,239	+337%	+$1.95M	0.7%	30
2024 Q3	$578K	Buy	6,300 +4,107	+187%	+$376K	0.12%	142
2024 Q2	$201K	Buy	+2,193	New	+$201K	0.05%	166
2023 Q3	–	Sell	-10,368	Closed	-$952K	–	237
2023 Q2	$952K	Sell	10,368 -8,412	-45%	-$771K	0.2%	160
2023 Q1	$1.72M	Sell	18,780 -5,223	-22%	-$478K	0.41%	99
2022 Q4	$2.2M	Buy	+24,003	New	+$2.2M	0.56%	57

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

B.O.S.S. Retirement Advisors's BIL Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 24% in Q2 2026, selling an estimated $352K and leaving 12,045 shares worth $1.1M. The position accounts for 0.3% of the portfolio, ranked #57.

B.O.S.S. Retirement Advisors first reported a position in BIL in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.26M in Q2 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

B.O.S.S. Retirement Advisors held 12,045 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.1M as of Q2 2026.
B.O.S.S. Retirement Advisors sold 3,841 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $352K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.3% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #57 holding.
B.O.S.S. Retirement Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 12 quarters since.
B.O.S.S. Retirement Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.26M 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 B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.