Capital Advisors Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$275K Sell
3,001
-152
-5% -$13.9K 0.04% 178
2025
Q4
$288K Sell
3,153
-1,008
-24% -$92.3K 0.04% 176
2025
Q3
$382K Sell
4,161
-142
-3% -$13K 0.05% 137
2025
Q2
$395K Sell
4,303
-3,004
-41% -$275K 0.06% 134
2025
Q1
$670K Buy
7,307
+307
+4% +$28.1K 0.12% 86
2024
Q4
$640K Buy
7,000
+3,000
+75% +$275K 0.11% 85
2024
Q3
$367K Hold
4,000
0.07% 112
2024
Q2
$367K Buy
+4,000
New +$366K 0.07% 104

Other funds holding BIL

Capital Advisors Wealth Management's BIL Position: Q1 2026 in Review

Capital Advisors Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4.8% in Q1 2026, selling an estimated $13.9K and leaving 3,001 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #178.

Capital Advisors Wealth Management first reported a position in BIL in Q2 2024 and has held it in 8 quarters since. The position peaked at $670K in Q1 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

  • Capital Advisors Wealth Management held 3,001 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $275K as of Q1 2026.
  • Capital Advisors Wealth Management sold 152 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $13.9K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.04% of Capital Advisors Wealth Management's portfolio in Q1 2026, its #178 holding.
  • Capital Advisors Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and has held it in 8 quarters since.
  • Capital Advisors Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $670K in Q1 2025.
  • 1,309 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.