Beacon Financial Advisory’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$230K Buy
+2,508
New +$230K 0.05% 369
2025
Q4
Sell
-2,431
Closed -$223K 375
2025
Q3
$223K Sell
2,431
-54
-2% -$4.95K 0.05% 347
2025
Q2
$228K Buy
+2,485
New +$228K 0.06% 320
2024
Q1
Sell
-4,744
Closed -$434K 244
2023
Q4
$434K Buy
+4,744
New +$434K 0.21% 138

Other funds holding BIL

Beacon Financial Advisory's BIL Position: Q1 2026 in Review

Beacon Financial Advisory opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2026: 2,508 shares worth $230K. The stake represents 0.05% of the portfolio and ranks #369 among its holdings. This is a return to the name: Beacon Financial Advisory previously reported a position in BIL as recently as Q3 2025.

Beacon Financial Advisory first reported a position in BIL in Q4 2023 and has held it in 4 quarters since. The position peaked at $434K in Q4 2023. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

  • Beacon Financial Advisory held 2,508 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $230K as of Q1 2026.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Beacon Financial Advisory position in Q1 2026.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.05% of Beacon Financial Advisory's portfolio in Q1 2026, its #369 holding.
  • Beacon Financial Advisory first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 4 quarters since.
  • Beacon Financial Advisory's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $434K in Q4 2023.
  • 1,309 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.