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

Briaud Financial Planning’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	$1.14M	Buy	12,441 +3,645	+41%	+$334K	0.3%	14
2026 Q1	$806K	Buy	8,796 +2,660	+43%	+$243K	0.21%	16
2025 Q4	$561K	Sell	6,136 -598	-9%	-$54.7K	0.14%	18
2025 Q3	$618K	Buy	6,734 +1,564	+30%	+$143K	0.2%	18
2025 Q2	$474K	Hold	5,170	–	–	0.19%	20
2025 Q1	$474K	Hold	5,170	–	–	0.19%	17
2024 Q4	$472K	Hold	5,170	–	–	0.19%	17
2024 Q3	$474K	Hold	5,170	–	–	0.24%	14
2024 Q2	$474K	Buy	+5,170	New	+$474K	0.27%	14

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

Briaud Financial Planning's BIL Position: Q2 2026 in Review

Briaud Financial Planning increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 41% in Q2 2026, buying an estimated $334K and bringing the position to 12,441 shares worth $1.14M. The position accounts for 0.3% of the portfolio, ranked #14.

Briaud Financial Planning first reported a position in BIL in Q2 2024 and has held it in 9 quarters since. 1,292 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Briaud Financial Planning held 12,441 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.14M as of Q2 2026.
Briaud Financial Planning bought 3,645 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $334K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.3% of Briaud Financial Planning's portfolio in Q2 2026, its #14 holding.
Briaud Financial Planning 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.
1,292 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.