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

Beacon Investment Advisory Services’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	$321K	Hold	3,500	–	–	0.01%	214
2026 Q1	$321K	Hold	3,500	–	–	0.01%	208
2025 Q4	$320K	Hold	3,500	–	–	0.01%	208
2025 Q3	$321K	Hold	3,500	–	–	0.01%	209
2025 Q2	$321K	Hold	3,500	–	–	0.01%	208
2025 Q1	$321K	Buy	+3,500	New	+$321K	0.02%	196
2021 Q1	–	Sell	-2,670	Closed	-$244K	–	296
2020 Q4	$244K	Hold	2,670	–	–	0.01%	250
2020 Q3	$244K	Hold	2,670	–	–	0.01%	225
2020 Q2	$244K	Hold	2,670	–	–	0.01%	217
2020 Q1	$245K	Buy	+2,670	New	+$244K	0.02%	211
2019 Q1	–	Sell	-2,200	Closed	-$201K	–	227
2018 Q4	$201K	Buy	+2,200	New	+$201K	0.02%	246

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Beacon Investment Advisory Services's BIL Position: Q2 2026 in Review

Beacon Investment Advisory Services held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q2 2026 at 3,500 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #214.

Beacon Investment Advisory Services first reported a position in BIL in Q4 2018 and has held it in 11 quarters since. The position peaked at $321K in Q3 2025. 294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Beacon Investment Advisory Services held 3,500 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $321K as of Q2 2026.
Beacon Investment Advisory Services 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 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #214 holding.
Beacon Investment Advisory Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and has held it in 11 quarters since.
Beacon Investment Advisory Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $321K in Q3 2025.
294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.