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

Capital Wealth 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	$456M	Buy	4,976,098 +993,850	+25%	+$91M	2.28%	20
2026 Q1	$365M	Sell	3,982,248 -826,097	-17%	-$75.6M	2.01%	21
2025 Q4	$439M	Buy	4,808,345 +214,187	+5%	+$19.6M	2.84%	18
2025 Q3	$422M	Buy	4,594,158 +452,437	+11%	+$41.4M	2.97%	17
2025 Q2	$380M	Sell	4,141,721 -1,277,328	-24%	-$117M	3%	17
2025 Q1	$497M	Buy	5,419,049 +318,664	+6%	+$29.2M	4.31%	11
2024 Q4	$466M	Buy	5,100,385 +1,315,895	+35%	+$121M	4.31%	10
2024 Q3	$347M	Sell	3,784,490 -2,097,964	-36%	-$192M	3.24%	16
2024 Q2	$540M	Buy	5,882,454 +954,437	+19%	+$87.4M	5.66%	2
2024 Q1	$452M	Buy	4,928,017 +355,899	+8%	+$32.6M	4.84%	9
2023 Q4	$418M	Sell	4,572,118 -742,329	-14%	-$68M	4.78%	9
2023 Q3	$488M	Buy	5,314,447 +1,730,491	+48%	+$159M	6%	1
2023 Q2	$329M	Buy	3,583,956 +812,357	+29%	+$74.4M	4.06%	14
2023 Q1	$254M	Buy	2,771,599 +1,918,832	+225%	+$176M	3.44%	19
2022 Q4	$78M	Buy	+852,767	New	+$78M	1.14%	25
2022 Q2	–	Sell	-13,458	Closed	-$1.23M	–	83
2022 Q1	$1.23M	Buy	+13,458	New	+$1.23M	0.02%	46
2021 Q4	–	Sell	-13,373	Closed	-$1.22M	–	109
2021 Q3	$1.22M	Sell	13,373 -7,118	-35%	-$651K	0.03%	42
2021 Q2	$1.87M	Sell	20,491 -12,897	-39%	-$1.18M	0.05%	41
2021 Q1	$3.06M	Sell	33,388 -335	-1%	-$30.7K	0.1%	33
2020 Q4	$3.09M	Sell	33,723 -4,723	-12%	-$432K	0.12%	32
2020 Q3	$3.52M	Sell	38,446 -27,045	-41%	-$2.48M	0.17%	29
2020 Q2	$6M	Buy	65,491 +14,025	+27%	+$1.28M	0.34%	28
2020 Q1	$4.72M	Sell	51,466 -19,495	-27%	-$1.78M	0.3%	31
2019 Q4	$6.49M	Sell	70,961 -8,995	-11%	-$823K	0.38%	32
2019 Q3	$7.32M	Buy	79,956 +6,917	+9%	+$633K	0.46%	29
2019 Q2	$6.69M	Buy	73,039 +64,839	+791%	+$5.93M	0.49%	29
2019 Q1	$751K	Sell	8,200 -3,292	-29%	-$301K	0.49%	40
2018 Q4	$1.05M	Buy	+11,492	New	+$1.05M	0.7%	27

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capital Wealth Planning's BIL Position: Q2 2026 in Review

Capital Wealth Planning increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 25% in Q2 2026, buying an estimated $91M and bringing the position to 4,976,098 shares worth $456M. The position accounts for 2.28% of the portfolio, ranked #20.

Capital Wealth Planning first reported a position in BIL in Q4 2018 and has held it in 28 quarters since. The position peaked at $540M in Q2 2024. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Capital Wealth Planning held 4,976,098 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $456M as of Q2 2026.
Capital Wealth Planning bought 993,850 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $91M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.28% of Capital Wealth Planning's portfolio in Q2 2026, its #20 holding.
Capital Wealth Planning first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and has held it in 28 quarters since.
Capital Wealth Planning's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $540M in Q2 2024.
1,290 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.