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

BCS Private Wealth Management’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	$481K	Hold	5,250	–	–	0.14%	104
2026 Q1	$481K	Hold	5,250	–	–	0.15%	116
2025 Q4	$480K	Buy	+5,250	New	+$481K	0.16%	104

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

BCS Private Wealth Management's BIL Position: Q2 2026 in Review

BCS Private Wealth Management held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q2 2026 at 5,250 shares worth $481K. The position accounts for 0.14% of the portfolio, ranked #104.

BCS Private Wealth Management first reported a position in BIL in Q4 2025 and has held it in 3 quarters since. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

BCS Private Wealth Management held 5,250 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $481K as of Q2 2026.
BCS Private Wealth Management left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.14% of BCS Private Wealth Management's portfolio in Q2 2026, its #104 holding.
BCS Private Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2025 and has held it in 3 quarters since.
1,289 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.