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

Biltmore Wealth Management’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	$13M	Buy	142,072 +22,706	+19%	+$2.08M	4.03%	11
2026 Q2	$10.9M	Buy	119,366 +57,196	+92%	+$5.23M	3.41%	11
2026 Q1	$5.7M	Buy	62,170 +9,289	+18%	+$850K	2.03%	15
2025 Q4	$4.83M	Buy	52,881 +407	+0.8%	+$37.3K	1.82%	14
2025 Q3	$4.81M	Buy	52,474 +29,626	+130%	+$2.71M	1.84%	14
2025 Q2	$2.1M	Sell	22,848 -1,931	-8%	-$177K	0.85%	15
2025 Q1	$2.27M	Sell	24,779 -1,000	-4%	-$91.6K	0.96%	15
2024 Q4	$2.36M	Buy	25,779 +323	+1%	+$29.6K	0.98%	15
2024 Q3	$2.34M	Sell	25,456 -1,755	-6%	-$161K	0.96%	15
2024 Q2	$2.5M	Sell	27,211 -1,429	-5%	-$131K	1.08%	16
2024 Q1	$2.62M	Hold	28,640	–	–	1.25%	15
2023 Q4	$2.62M	Sell	28,640 -3,397	-11%	-$311K	1.25%	15
2023 Q3	$2.94M	Sell	32,037 -126,198	-80%	-$11.6M	1.42%	15
2023 Q2	$14.5M	Buy	158,235 +4,769	+3%	+$437K	6.16%	6
2023 Q1	$14.1M	Buy	153,466 +148,382	+2,919%	+$13.6M	5.68%	6
2022 Q4	$465K	Buy	+5,084	New	+$465K	0.2%	39
2017 Q2	–	Sell	-300,936	Closed	-$27.5M	–	35
2017 Q1	$27.5M	Sell	300,936 -204,539	-40%	-$18.7M	25.33%	1
2016 Q4	$46.2M	Sell	505,475 -761	-0.2%	-$69.6K	42.86%	1
2016 Q3	$46.3M	Sell	506,236 -5,588	-1%	-$511K	41.13%	1
2016 Q2	$46.8M	Buy	511,824 +36,550	+8%	+$3.34M	39.39%	1
2016 Q1	$43.4M	Buy	475,274 +132,183	+39%	+$12.1M	36.52%	1
2015 Q4	$31.3M	Sell	343,091 -1,945	-0.6%	-$178K	27.95%	1
2015 Q3	$31.5M	Buy	345,036 +5,737	+2%	+$524K	28.24%	1
2015 Q2	$31M	Buy	339,299 +13,630	+4%	+$1.25M	25.83%	1
2015 Q1	$29.8M	Buy	325,669 +53,033	+19%	+$4.85M	25.16%	1
2014 Q4	$24.9M	Buy	+272,636	New	+$24.9M	21.7%	1

Other funds holding BIL

IAG

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

SFL

Scheeler Financial LLC West Chester, Ohio $132M AUM

HFA

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Biltmore Wealth Management's BIL Position: Q3 2026 in Review

Biltmore Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 19% in Q3 2026, buying an estimated $2.08M and bringing the position to 142,072 shares worth $13M. The position accounts for 4.03% of the portfolio, ranked #11.

Biltmore Wealth Management first reported a position in BIL in Q4 2014 and has held it in 26 quarters since. The position peaked at $46.8M in Q2 2016. 160 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Biltmore Wealth Management held 142,072 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $13M as of Q3 2026.
Biltmore Wealth Management bought 22,706 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $2.08M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 4.03% of Biltmore Wealth Management's portfolio in Q3 2026, its #11 holding.
Biltmore Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2014 and has held it in 26 quarters since.
Biltmore Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $46.8M in Q2 2016.
160 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Biltmore Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.