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

Beacon Wealthcare LLC’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
Q3 		$4.87M Buy
53,110
+8,638
+19% +$791K 1.54% 8
2026
Q2 		$4.08M Buy
44,472
+3,434
+8% +$314K 1.31% 9
2026
Q1 		$3.76M Buy
41,038
+14,445
+54% +$1.32M 1.33% 9
2025
Q4 		$2.43M Buy
26,593
+2,987
+13% +$273K 0.83% 9
2025
Q3 		$2.17M Sell
23,606
-9,263
-28% -$849K 0.76% 9
2025
Q2 		$3.02M Sell
32,869
-6,660
-17% -$610K 1.14% 9
2025
Q1 		$3.63M Buy
39,529
+16,010
+68% +$1.47M 1.47% 9
2024
Q4 		$2.15M Buy
23,519
+3,176
+16% +$291K 0.87% 9
2024
Q3 		$1.87M Sell
20,343
-6,937
-25% -$636K 0.75% 9
2024
Q2 		$2.5M Buy
27,280
+2,954
+12% +$271K 1.09% 9
2024
Q1 		$2.23M Sell
24,326
-15,499
-39% -$1.42M 1.02% 9
2023
Q4 		$3.64M Sell
39,825
-30,595
-43% -$2.8M 1.75% 8
2023
Q3 		$6.47M Buy
70,420
+13,039
+23% +$1.19M 3.42% 6
2023
Q2 		$5.27M Sell
57,381
-8,499
-13% -$779K 2.69% 6
2023
Q1 		$6.05M Buy
65,880
+13,267
+25% +$1.22M 3.16% 6
2022
Q4 		$4.81M Sell
52,613
-8,556
-14% -$783K 2.7% 6
2022
Q3 		$5.6M Sell
61,169
-15,742
-20% -$1.44M 3.3% 5
2022
Q2 		$7.04M Buy
76,911
+26,685
+53% +$2.44M 3.89% 5
2022
Q1 		$4.59M Sell
50,226
-1,271
-2% -$116K 2.26% 5
2021
Q4 		$4.71M Sell
51,497
-5,323
-9% -$487K 2.14% 6
2021
Q3 		$5.2M Sell
56,820
-6,884
-11% -$630K 2.51% 5
2021
Q2 		$5.83M Buy
63,704
+8,542
+15% +$781K 2.88% 5
2021
Q1 		$5.05M Buy
+55,162
New +$5.05M 2.7% 5

Other funds holding BIL

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
USA Financial Formulas
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Beacon Wealthcare LLC's BIL Position: Q3 2026 in Review

Beacon Wealthcare LLC increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 19% in Q3 2026, buying an estimated $791K and bringing the position to 53,110 shares worth $4.87M. The position accounts for 1.54% of the portfolio, ranked #8.

Beacon Wealthcare LLC first reported a position in BIL in Q1 2021 and has held it in 23 quarters since. The position peaked at $7.04M in Q2 2022. 579 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

  • Beacon Wealthcare LLC held 53,110 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $4.87M as of Q3 2026.
  • Beacon Wealthcare LLC bought 8,638 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $791K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.54% of Beacon Wealthcare LLC's portfolio in Q3 2026, its #8 holding.
  • Beacon Wealthcare LLC first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2021 and has held it in 23 quarters since.
  • Beacon Wealthcare LLC's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $7.04M in Q2 2022.
  • 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 Wealthcare LLC's 13F filing for Q3 2026, filed 2 Oct 2026.