Carr Financial Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Carr Financial Group’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	$3.44M	Buy	37,582 +25,852	+220%	+$2.37M	0.79%	27
2026 Q1	$1.07M	Sell	11,730 -6,755	-37%	-$618K	0.28%	62
2025 Q4	$1.69M	Sell	18,485 -34,482	-65%	-$3.16M	0.45%	46
2025 Q3	$4.86M	Sell	52,967 -2,612	-5%	-$239K	1.33%	16
2025 Q2	$5.1M	Buy	55,579 +47,960	+629%	+$4.39M	1.5%	15
2025 Q1	$699K	Sell	7,619 -940	-11%	-$86.1K	0.23%	76
2024 Q4	$783K	Buy	8,559 +3,983	+87%	+$365K	0.24%	70
2024 Q3	$420K	Sell	4,576 -4,945	-52%	-$453K	0.12%	124
2024 Q2	$874K	Buy	9,521 +2,995	+46%	+$274K	0.28%	69
2024 Q1	$599K	Buy	6,526 +1,049	+19%	+$96.1K	0.2%	88
2023 Q4	$501K	Sell	5,477 -22,587	-80%	-$2.07M	0.19%	91
2023 Q3	$2.57M	Buy	28,064 +6,154	+28%	+$564K	1.02%	21
2023 Q2	$2.01M	Buy	+21,910	New	+$2.01M	0.8%	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

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

Carr Financial Group's BIL Position: Q2 2026 in Review

Carr Financial Group increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 220% in Q2 2026, buying an estimated $2.37M and bringing the position to 37,582 shares worth $3.44M. The position accounts for 0.79% of the portfolio, ranked #27.

Carr Financial Group first reported a position in BIL in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.1M in Q2 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Carr Financial Group held 37,582 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.44M as of Q2 2026.
Carr Financial Group bought 25,852 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.37M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.79% of Carr Financial Group's portfolio in Q2 2026, its #27 holding.
Carr Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 13 quarters since.
Carr Financial Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $5.1M in Q2 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 Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.