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

Capital Advisors Wealth Management’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	$275K	Hold	3,001	–	–	0.03%	197
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

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

Capital Advisors Wealth Management's BIL Position: Q2 2026 in Review

Capital Advisors Wealth Management held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q2 2026 at 3,001 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #197.

Capital Advisors Wealth Management first reported a position in BIL in Q2 2024 and has held it in 9 quarters since. The position peaked at $670K in Q1 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Capital Advisors Wealth Management held 3,001 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $275K as of Q2 2026.
Capital Advisors Wealth Management left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.03% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #197 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 9 quarters since.
Capital Advisors Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $670K in Q1 2025.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.