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
Q3
$544K Sell
5,936
-126
-2% -$11.5K 0.1% 233
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

Beacon Financial Advisory's BIL Position: Q3 2026 in Review

Beacon Financial Advisory reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 2.1% in Q3 2026, selling an estimated $11.5K and leaving 5,936 shares worth $544K. The position accounts for 0.1% of the portfolio, ranked #233.

Beacon Financial Advisory first reported a position in BIL in Q4 2023 and has held it in 6 quarters since. The position peaked at $556K in Q2 2026. 579 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

  • Beacon Financial Advisory held 5,936 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $544K as of Q3 2026.
  • Beacon Financial Advisory sold 126 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $11.5K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.1% of Beacon Financial Advisory's portfolio in Q3 2026, its #233 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 6 quarters since.
  • Beacon Financial Advisory's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $556K in Q2 2026.
  • 579 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.