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

Bogart Wealth 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	$550K	Buy	5,999 +729	+14%	+$66.7K	0.02%	182
2026 Q1	$483K	Buy	5,270 +1,815	+53%	+$166K	0.02%	176
2025 Q4	$316K	Buy	3,455 +798	+30%	+$73.1K	0.01%	206
2025 Q3	$244K	Buy	2,657 +554	+26%	+$50.8K	0.01%	223
2025 Q2	$193K	Buy	2,103 +20	+1%	+$1.83K	0.01%	240
2025 Q1	$191K	Buy	2,083 +14	+0.7%	+$1.28K	0.01%	231
2024 Q4	$189K	Buy	2,069 +7	+0.3%	+$641	0.01%	226
2024 Q3	$189K	Buy	2,062 +774	+60%	+$70.9K	0.01%	216
2024 Q2	$118K	Buy	1,288 +828	+180%	+$75.9K	0.01%	276
2024 Q1	$42.2K	Buy	+460	New	+$42.1K	﹤0.01%	412
2023 Q3	–	Sell	-101	Closed	-$9.26K	–	1073
2023 Q2	$9.29K	Buy	101 +1	+1%	+$92	﹤0.01%	596
2023 Q1	$9.18K	Buy	+100	New	+$9.16K	﹤0.01%	606

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

Bogart Wealth LLC's BIL Position: Q2 2026 in Review

Bogart Wealth LLC increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 14% in Q2 2026, buying an estimated $66.7K and bringing the position to 5,999 shares worth $550K. The position accounts for 0.02% of the portfolio, ranked #182.

Bogart Wealth LLC first reported a position in BIL in Q1 2023 and has held it in 12 quarters since. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Bogart Wealth LLC held 5,999 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $550K as of Q2 2026.
Bogart Wealth LLC bought 729 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $66.7K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.02% of Bogart Wealth LLC's portfolio in Q2 2026, its #182 holding.
Bogart Wealth LLC first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 12 quarters since.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.