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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
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

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Beacon Wealthcare LLC's BIL Position: Q2 2026 in Review

Beacon Wealthcare LLC increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 8.4% in Q2 2026, buying an estimated $314K and bringing the position to 44,472 shares worth $4.08M. The position accounts for 1.31% of the portfolio, ranked #9.

Beacon Wealthcare LLC first reported a position in BIL in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.04M in Q2 2022. 625 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Beacon Wealthcare LLC held 44,472 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $4.08M as of Q2 2026.
  • Beacon Wealthcare LLC bought 3,434 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $314K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.31% of Beacon Wealthcare LLC's portfolio in Q2 2026, its #9 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 22 quarters since.
  • Beacon Wealthcare LLC's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $7.04M in Q2 2022.
  • 625 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q2 2026, filed 1 Jul 2026.