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

Barnes Wealth Management Group’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	$634K	Sell	6,913 -4,950	-42%	-$453K	0.29%	87
2026 Q1	$1.09M	Sell	11,863 -36	-0.3%	-$3.29K	0.55%	49
2025 Q4	$1.09M	Buy	11,899 +390	+3%	+$35.7K	0.58%	45
2025 Q3	$1.06M	Sell	11,509 -488	-4%	-$44.7K	0.58%	45
2025 Q2	$1.1M	Sell	11,997 -1,845	-13%	-$169K	0.65%	44
2025 Q1	$1.27M	Buy	13,842 +180	+1%	+$16.5K	0.81%	37
2024 Q4	$1.25M	Buy	+13,662	New	+$1.25M	0.84%	35

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

Barnes Wealth Management Group's BIL Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 42% in Q2 2026, selling an estimated $453K and leaving 6,913 shares worth $634K. The position accounts for 0.29% of the portfolio, ranked #87.

Barnes Wealth Management Group first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q1 2025. 1,295 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Barnes Wealth Management Group held 6,913 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $634K as of Q2 2026.
Barnes Wealth Management Group sold 4,950 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $453K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.29% of Barnes Wealth Management Group's portfolio in Q2 2026, its #87 holding.
Barnes Wealth Management Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
Barnes Wealth Management Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.27M in Q1 2025.
1,295 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.