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

Channel Wealth’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	$1.54M	Sell	16,801 -18,041	-52%	-$1.65M	0.35%	61
2026 Q1	$3.19M	Sell	34,842 -1,949	-5%	-$178K	0.77%	46
2025 Q4	$3.36M	Sell	36,791 -5,511	-13%	-$505K	0.85%	41
2025 Q3	$3.88M	Buy	42,302 +162	+0.4%	+$14.8K	1.04%	35
2025 Q2	$3.87M	Buy	42,140 +9,867	+31%	+$904K	1.09%	30
2025 Q1	$2.96M	Buy	32,273 +3,133	+11%	+$287K	0.92%	36
2024 Q4	$2.66M	Sell	29,140 -41,838	-59%	-$3.83M	0.87%	35
2024 Q3	$6.52M	Sell	70,978 -15,747	-18%	-$1.44M	2.15%	13
2024 Q2	$7.96M	Buy	86,725 +30,156	+53%	+$2.76M	2.88%	4
2024 Q1	$5.19M	Buy	56,569 +24,541	+77%	+$2.25M	2.09%	12
2023 Q4	$2.93M	Sell	32,028 -682	-2%	-$62.5K	1.38%	22
2023 Q3	$3M	Buy	32,710 +4,258	+15%	+$390K	1.68%	11
2023 Q2	$2.61M	Buy	28,452 +11,305	+66%	+$1.04M	1.5%	13
2023 Q1	$1.57M	Buy	+17,147	New	+$1.57M	1.01%	20

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

Channel Wealth's BIL Position: Q2 2026 in Review

Channel Wealth reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 52% in Q2 2026, selling an estimated $1.65M and leaving 16,801 shares worth $1.54M. The position accounts for 0.35% of the portfolio, ranked #61.

Channel Wealth first reported a position in BIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.96M in Q2 2024. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Channel Wealth held 16,801 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.54M as of Q2 2026.
Channel Wealth sold 18,041 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.65M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.35% of Channel Wealth's portfolio in Q2 2026, its #61 holding.
Channel Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
Channel Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $7.96M in Q2 2024.
1,289 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.