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 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 $1.89T 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

Capstone Wealth Management Group (Oregon)'s BIL Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4.2% in Q2 2026, selling an estimated $354K and leaving 89,213 shares worth $8.18M. The position accounts for 4.93% of the portfolio, ranked #3.

Capstone Wealth Management Group (Oregon) first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.72M in Q3 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 89,213 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $8.18M as of Q2 2026.
Capstone Wealth Management Group (Oregon) sold 3,872 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $354K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 4.93% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 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 7 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.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.