Capstone Wealth Management Group (Oregon)’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$7.97M	Sell	86,947 -2,266	-3%	-$207K	4.69%	3
2026 Q2	$8.18M	Sell	89,213 -3,872	-4%	-$354K	4.93%	3
2026 Q1	$8.53M	Sell	93,085 -1,016	-1%	-$93K	5.25%	2
2025 Q4	$8.6M	Sell	94,101 -961	-1%	-$88K	5.21%	2
2025 Q3	$8.72M	Buy	95,062 +7,360	+8%	+$674K	5.57%	2
2025 Q2	$8.04M	Buy	87,702 +7,558	+9%	+$692K	5.85%	2
2025 Q1	$7.35M	Buy	80,144 +13,259	+20%	+$1.21M	5.87%	2
2024 Q4	$6.12M	Buy	+66,885	New	+$6.13M	4.65%	2

Other funds holding BIL

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

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

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Banco Bilbao Vizcaya Argentaria Madrid, Spain $15.5B AUM 32.38% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s BIL Position: Q3 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 2.5% in Q3 2026, selling an estimated $207K and leaving 86,947 shares worth $7.97M. The position accounts for 4.69% of the portfolio, ranked #3.

Capstone Wealth Management Group (Oregon) first reported a position in BIL in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.72M in Q3 2025. 1,146 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Capstone Wealth Management Group (Oregon) held 86,947 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $7.97M as of Q3 2026.
Capstone Wealth Management Group (Oregon) sold 2,266 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $207K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 4.69% of Capstone Wealth Management Group (Oregon)'s portfolio in Q3 2026, its #3 holding.
Capstone Wealth Management Group (Oregon) first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 8 quarters since.
Capstone Wealth Management Group (Oregon)'s State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $8.72M in Q3 2025.
1,146 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q3 2026, filed 19 Oct 2026.