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 Q3	$904K	Hold	9,861	–	–	0.24%	43
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Capital Planning's BIL Position: Q3 2026 in Review

Capital Planning held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q3 2026 at 9,861 shares worth $904K. The position accounts for 0.24% of the portfolio, ranked #43.

Capital Planning first reported a position in BIL in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.1M in Q2 2024. 551 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Capital Planning held 9,861 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $904K as of Q3 2026.
Capital Planning left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q3 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.24% of Capital Planning's portfolio in Q3 2026, its #43 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 10 quarters since.
Capital Planning's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.1M in Q2 2024.
551 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.