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

Boomfish Wealth Group’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	$7.08M	Sell	77,213 -7,747	-9%	-$709K	3.06%	7
2026 Q2	$7.79M	Sell	84,960 -28,206	-25%	-$2.58M	3.55%	3
2026 Q1	$10.4M	Buy	113,166 +17,948	+19%	+$1.64M	5.54%	1
2025 Q4	$8.7M	Sell	95,218 -2,154	-2%	-$197K	4.65%	1
2025 Q3	$8.93M	Buy	97,372 +2,798	+3%	+$256K	4.82%	1
2025 Q2	$8.68M	Sell	94,574 -6,484	-6%	-$594K	5.01%	1
2025 Q1	$9.27M	Sell	101,058 -9,125	-8%	-$836K	6.02%	1
2024 Q4	$10.1M	Buy	110,183 +31,540	+40%	+$2.89M	6.11%	1
2024 Q3	$7.22M	Sell	78,643 -5,342	-6%	-$489K	4.43%	2
2024 Q2	$7.71M	Buy	83,985 +51,130	+156%	+$4.68M	4.98%	1
2024 Q1	$3.02M	Buy	+32,855	New	+$3.01M	2.03%	4

Other funds holding BIL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Boomfish Wealth Group's BIL Position: Q3 2026 in Review

Boomfish Wealth Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 9.1% in Q3 2026, selling an estimated $709K and leaving 77,213 shares worth $7.08M. The position accounts for 3.06% of the portfolio, ranked #7.

Boomfish Wealth Group first reported a position in BIL in Q1 2024 and has held it in 11 quarters since. The position peaked at $10.4M in Q1 2026. 628 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Boomfish Wealth Group held 77,213 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $7.08M as of Q3 2026.
Boomfish Wealth Group sold 7,747 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $709K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 3.06% of Boomfish Wealth Group's portfolio in Q3 2026, its #7 holding.
Boomfish Wealth Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and has held it in 11 quarters since.
Boomfish Wealth Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $10.4M in Q1 2026.
628 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Boomfish Wealth Group's 13F filing for Q3 2026, filed 22 Oct 2026.