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

CCG Wealth Management’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	–	Sell	-9,305	Closed	-$853K	–	152
2026 Q1	$853K	Buy	9,305 +5,629	+153%	+$515K	0.23%	64
2025 Q4	$336K	Buy	+3,676	New	+$337K	0.14%	72

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

CCG Wealth Management's BIL Position: Q2 2026 in Review

CCG Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 9,305 shares — an estimated $853K sold.

CCG Wealth Management first reported a position in BIL in Q4 2025 and held it in 2 quarters. The position peaked at $853K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

CCG Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
CCG Wealth Management sold 9,305 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $853K.
CCG Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2025 and held it in 2 quarters.
CCG Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $853K in Q1 2026.
1,290 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.