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

Capital 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	$904K	Hold	9,861	–	–	0.26%	40
2026 Q1	$904K	Sell	9,861 -369	-4%	-$33.8K	0.29%	36
2025 Q4	$935K	Sell	10,230 -9	-0.1%	-$824	0.26%	44
2025 Q3	$939K	Hold	10,239	–	–	0.27%	40
2025 Q2	$939K	Buy	10,239 +141	+1%	+$12.9K	0.3%	36
2025 Q1	$926K	Sell	10,098 -7	-0.1%	-$641	0.26%	50
2024 Q4	$924K	Sell	10,105 -1,853	-15%	-$170K	0.24%	53
2024 Q3	$1.1M	Sell	11,958 -30	-0.3%	-$2.75K	0.31%	42
2024 Q2	$1.1M	Buy	+11,988	New	+$1.1M	0.33%	39

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 Planning's BIL Position: Q2 2026 in Review

Capital Planning held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q2 2026 at 9,861 shares worth $904K. The position accounts for 0.26% of the portfolio, ranked #40.

Capital Planning first reported a position in BIL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.1M in Q2 2024. 1,294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Capital Planning held 9,861 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $904K as of Q2 2026.
Capital Planning 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 0.26% of Capital Planning's portfolio in Q2 2026, its #40 holding.
Capital 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.
Capital Planning's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.1M in Q2 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 Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.