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

Clark Wealth Partners’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	$98.9K	Buy	1,079 +9	+0.8%	+$824	0.06%	77
2026 Q1	$98K	Buy	1,070 +6	+0.6%	+$549	0.07%	72
2025 Q4	$97.2K	Hold	1,064	–	–	0.06%	72
2025 Q3	$97.2K	Buy	1,064 +26	+3%	+$2.38K	0.06%	72
2025 Q2	$95.3K	Buy	1,038 +10	+1%	+$916	0.06%	58
2025 Q1	$94.3K	Buy	1,028 +7	+0.7%	+$641	0.07%	62
2024 Q4	$93.3K	Buy	+1,021	New	+$93.5K	0.07%	55

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Clark Wealth Partners's BIL Position: Q2 2026 in Review

Clark Wealth Partners increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.84% in Q2 2026, buying an estimated $824 and bringing the position to 1,079 shares worth $98.9K. The position accounts for 0.06% of the portfolio, ranked #77.

Clark Wealth Partners first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. 1,246 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Clark Wealth Partners held 1,079 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $98.9K as of Q2 2026.
Clark Wealth Partners bought 9 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $824.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.06% of Clark Wealth Partners's portfolio in Q2 2026, its #77 holding.
Clark Wealth Partners 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.
1,246 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.