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

Bridgewealth Advisory 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	$1.17M	Sell	12,804 -807	-6%	-$73.9K	0.22%	52
2026 Q1	$1.25M	Sell	13,611 -18,891	-58%	-$1.73M	0.26%	48
2025 Q4	$2.97M	Sell	32,502 -24,213	-43%	-$2.22M	0.66%	30
2025 Q3	$5.2M	Sell	56,715 -6,437	-10%	-$590K	1.21%	27
2025 Q2	$5.79M	Buy	63,152 +57,842	+1,089%	+$5.3M	1.47%	20
2025 Q1	$487K	Sell	5,310 -372,907	-99%	-$34.2M	0.64%	37
2024 Q4	$34.6M	Buy	378,217 +63,824	+20%	+$5.85M	9.78%	1
2024 Q3	$28.9M	Sell	314,393 -7,433	-2%	-$681K	10.49%	1
2024 Q2	$29.5M	Sell	321,826 -22,935	-7%	-$2.1M	13.08%	1
2024 Q1	$31.6M	Buy	344,761 +123,148	+56%	+$11.3M	15.49%	1
2023 Q4	$20.3M	Buy	221,613 +112,757	+104%	+$10.3M	15.52%	1
2023 Q3	$10M	Buy	108,856 +104,312	+2,296%	+$9.56M	12.28%	1
2023 Q2	$417K	Buy	+4,544	New	+$416K	0.68%	31

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

Bridgewealth Advisory Group's BIL Position: Q2 2026 in Review

Bridgewealth Advisory Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 5.9% in Q2 2026, selling an estimated $73.9K and leaving 12,804 shares worth $1.17M. The position accounts for 0.22% of the portfolio, ranked #52.

Bridgewealth Advisory Group first reported a position in BIL in Q2 2023 and has held it in 13 quarters since. The position peaked at $34.6M in Q4 2024. 1,294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Bridgewealth Advisory Group held 12,804 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.17M as of Q2 2026.
Bridgewealth Advisory Group sold 807 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $73.9K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.22% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #52 holding.
Bridgewealth Advisory Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 13 quarters since.
Bridgewealth Advisory Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $34.6M in Q4 2024.
1,294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.