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

Baldwin Wealth Partners’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	–	Sell	-2,211	Closed	-$203K	–	238
2026 Q1	$203K	Buy	+2,211	New	+$202K	0.01%	217
2024 Q4	–	Sell	-1,364	Closed	-$125K	–	308
2024 Q3	$125K	Buy	1,364 +470	+53%	+$43.1K	0.01%	392
2024 Q2	$82.1K	Hold	894	–	–	0.01%	285
2024 Q1	$82.1K	Hold	894	–	–	0.01%	295
2023 Q4	$81.7K	Sell	894 -188	-17%	-$17.2K	0.01%	303
2023 Q3	$99.3K	Hold	1,082	–	–	0.01%	300
2023 Q2	$99.3K	Sell	1,082 -49	-4%	-$4.49K	0.01%	324
2023 Q1	$104K	Buy	1,131 +831	+277%	+$76.1K	0.01%	319
2022 Q4	$27.4K	Buy	+300	New	+$27.5K	﹤0.01%	503

Other funds holding BIL

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IPW

Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Baldwin Wealth Partners's BIL Position: Q2 2026 in Review

Baldwin Wealth Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 2,211 shares — an estimated $203K sold.

Baldwin Wealth Partners first reported a position in BIL in Q4 2022 and held it in 9 quarters. The position peaked at $203K in Q1 2026. 603 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Baldwin Wealth Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
Baldwin Wealth Partners sold 2,211 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $203K.
Baldwin Wealth Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and held it in 9 quarters.
Baldwin Wealth Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $203K in Q1 2026.
603 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.