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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s BIL Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.1% in Q1 2026, selling an estimated $93K and leaving 93,085 shares worth $8.53M. The position accounts for 5.25% of the portfolio, ranked #2.

Capstone Wealth Management Group (Oregon) first reported a position in BIL in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.72M in Q3 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 93,085 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $8.53M as of Q1 2026.
Capstone Wealth Management Group (Oregon) sold 1,016 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $93K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 5.25% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #2 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 6 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.
1,309 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.