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

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-684	Closed	-$62.7K	–	94
2025 Q1	$62.7K	Buy	684 +313	+84%	+$28.7K	0.01%	319
2024 Q4	$33.9K	Buy	371 +259	+231%	+$23.7K	0.01%	409
2024 Q3	$10.3K	Sell	112 -5	-4%	-$458	﹤0.01%	560
2024 Q2	$10.7K	Buy	117 +26	+29%	+$2.38K	﹤0.01%	547
2024 Q1	$8.35K	Buy	+91	New	+$8.34K	﹤0.01%	584
2022 Q1	–	Sell	-229	Closed	-$21K	–	915
2021 Q4	$21K	Buy	+229	New	+$20.9K	﹤0.01%	478

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 $445B AUM 25.58% 1-Year Est. Return

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Carolinas Wealth Consulting's BIL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2025, closing a stake of 684 shares — an estimated $62.7K sold.

Carolinas Wealth Consulting first reported a position in BIL in Q4 2021 and held it in 6 quarters. The position peaked at $62.7K in Q1 2025. 1,176 funds tracked by Wall St. Rank hold BIL as of Q2 2025.

Carolinas Wealth Consulting reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 684 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2025, an estimated $62.7K.
Carolinas Wealth Consulting first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2021 and held it in 6 quarters.
Carolinas Wealth Consulting's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $62.7K in Q1 2025.
1,176 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.