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

CMC 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	–	Sell	-9,373	Closed	-$859K	–	48
2026 Q1	$859K	Sell	9,373 -2,797	-23%	-$256K	1.68%	13
2025 Q4	$1.11M	Sell	12,170 -9	-0.1%	-$824	1.98%	11
2025 Q3	$1.12M	Buy	12,179 +2,331	+24%	+$214K	2.07%	9
2025 Q2	$903K	Hold	9,848	–	–	2.06%	8
2025 Q1	$903K	Sell	9,848 -42,042	-81%	-$3.85M	2.04%	9
2024 Q4	$4.74M	Sell	51,890 -13,672	-21%	-$1.25M	10.12%	3
2024 Q3	$6.02M	Buy	+65,562	New	+$6.01M	8.85%	4
2019 Q3	–	Sell	-5,834	Closed	-$534K	–	31
2019 Q2	$534K	Buy	+5,834	New	+$534K	0.69%	23

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

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

CMC Financial Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 9,373 shares — an estimated $859K sold.

CMC Financial Group first reported a position in BIL in Q2 2019 and held it in 8 quarters. The position peaked at $6.02M in Q3 2024. 1,292 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

CMC Financial Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
CMC Financial Group sold 9,373 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $859K.
CMC Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2019 and held it in 8 quarters.
CMC Financial Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $6.02M in Q3 2024.
1,292 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on CMC Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.