Beam Wealth Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Beam Wealth Advisors’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	$8.7M	Buy	94,890 +10,631	+13%	+$973K	1.92%	11
2026 Q1	$7.72M	Sell	84,259 -26,803	-24%	-$2.45M	1.92%	10
2025 Q4	$10.1M	Buy	111,062 +16,223	+17%	+$1.49M	2.79%	6
2025 Q3	$8.7M	Buy	94,839 +5,411	+6%	+$496K	2.37%	7
2025 Q2	$8.2M	Buy	89,428 +14,869	+20%	+$1.36M	2.44%	6
2025 Q1	$6.84M	Sell	74,559 -5,518	-7%	-$505K	2.31%	8
2024 Q4	$7.32M	Buy	80,077 +12,255	+18%	+$1.12M	2.32%	8
2024 Q3	$6.23M	Buy	67,822 +1,046	+2%	+$95.8K	1.89%	11
2024 Q2	$6.13M	Buy	66,776 +4,545	+7%	+$416K	2.04%	9
2024 Q1	$5.71M	Sell	62,231 -33,105	-35%	-$3.03M	3.43%	8
2023 Q4	$8.71M	Buy	95,336 +21,826	+30%	+$2M	5.53%	4
2023 Q3	$6.75M	Buy	73,510 +51,768	+238%	+$4.74M	4.8%	4
2023 Q2	$2M	Buy	+21,742	New	+$1.99M	1.39%	19

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

Beam Wealth Advisors's BIL Position: Q2 2026 in Review

Beam Wealth Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 13% in Q2 2026, buying an estimated $973K and bringing the position to 94,890 shares worth $8.7M. The position accounts for 1.92% of the portfolio, ranked #11.

Beam Wealth Advisors first reported a position in BIL in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.1M in Q4 2025. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Beam Wealth Advisors held 94,890 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $8.7M as of Q2 2026.
Beam Wealth Advisors bought 10,631 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $973K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.92% of Beam Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Beam Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 13 quarters since.
Beam Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $10.1M in Q4 2025.
1,290 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.