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

Balance 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	$3.29M	Buy	35,928 +4,835	+16%	+$443K	0.88%	25
2026 Q1	$2.85M	Buy	31,093 +7,692	+33%	+$704K	0.88%	28
2025 Q4	$2.14M	Buy	23,401 +5,037	+27%	+$461K	0.69%	33
2025 Q3	$1.68M	Buy	+18,364	New	+$1.68M	0.42%	39

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

Balance Wealth's BIL Position: Q2 2026 in Review

Balance Wealth increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 16% in Q2 2026, buying an estimated $443K and bringing the position to 35,928 shares worth $3.29M. The position accounts for 0.88% of the portfolio, ranked #25.

Balance Wealth first reported a position in BIL in Q3 2025 and has held it in 4 quarters since. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Balance Wealth held 35,928 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.29M as of Q2 2026.
Balance Wealth bought 4,835 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $443K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.88% of Balance Wealth's portfolio in Q2 2026, its #25 holding.
Balance Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2025 and has held it in 4 quarters since.
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 Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.