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

Beacon Financial Advisory’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	$556K	Buy	6,062 +3,554	+142%	+$325K	0.11%	223
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

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

Beacon Financial Advisory's BIL Position: Q2 2026 in Review

Beacon Financial Advisory increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 142% in Q2 2026, buying an estimated $325K and bringing the position to 6,062 shares worth $556K. The position accounts for 0.11% of the portfolio, ranked #223.

Beacon Financial Advisory first reported a position in BIL in Q4 2023 and has held it in 5 quarters since. 1,295 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Beacon Financial Advisory held 6,062 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $556K as of Q2 2026.
Beacon Financial Advisory bought 3,554 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $325K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.11% of Beacon Financial Advisory's portfolio in Q2 2026, its #223 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 5 quarters since.
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 Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.