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 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

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

Boomfish Wealth Group's BIL Position: Q2 2026 in Review

Boomfish Wealth Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 25% in Q2 2026, selling an estimated $2.58M and leaving 84,960 shares worth $7.79M. The position accounts for 3.55% of the portfolio, ranked #3.

Boomfish Wealth Group first reported a position in BIL in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.4M in Q1 2026. 1,295 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Boomfish Wealth Group held 84,960 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $7.79M as of Q2 2026.
Boomfish Wealth Group sold 28,206 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.58M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 3.55% of Boomfish Wealth Group's portfolio in Q2 2026, its #3 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 10 quarters since.
Boomfish Wealth Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $10.4M in Q1 2026.
1,295 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Boomfish Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.