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

Beaumont Financial 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	$20.9M	Sell	228,445 -53,118	-19%	-$4.86M	1.33%	26
2026 Q1	$25.8M	Buy	281,563 +54,547	+24%	+$4.99M	1.77%	16
2025 Q4	$20.7M	Buy	227,016 +34,753	+18%	+$3.18M	1.37%	25
2025 Q3	$17.6M	Buy	192,263 +75,754	+65%	+$6.94M	1.18%	28
2025 Q2	$10.7M	Buy	116,509 +59,243	+103%	+$5.43M	0.77%	35
2025 Q1	$5.25M	Buy	57,266 +29,371	+105%	+$2.69M	0.41%	51
2024 Q4	$2.55M	Buy	27,895 +5,759	+26%	+$527K	0.19%	78
2024 Q3	$2.03M	Buy	22,136 +18,874	+579%	+$1.73M	0.16%	86
2024 Q2	$299K	Buy	+3,262	New	+$299K	0.02%	277

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

Beaumont Financial Advisors's BIL Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 19% in Q2 2026, selling an estimated $4.86M and leaving 228,445 shares worth $20.9M. The position accounts for 1.33% of the portfolio, ranked #26.

Beaumont Financial Advisors first reported a position in BIL in Q2 2024 and has held it in 9 quarters since. The position peaked at $25.8M in Q1 2026. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Beaumont Financial Advisors held 228,445 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $20.9M as of Q2 2026.
Beaumont Financial Advisors sold 53,118 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $4.86M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.33% of Beaumont Financial Advisors's portfolio in Q2 2026, its #26 holding.
Beaumont Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and has held it in 9 quarters since.
Beaumont Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $25.8M in Q1 2026.
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 Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.