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

Compass Financial 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	$34.3K	Buy	+375	New	+$34.3K	﹤0.01%	760

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

Compass Financial Management's BIL Position: Q2 2026 in Review

Compass Financial Management opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026: 375 shares worth $34.3K. The stake represents ﹤0.01% of the portfolio and ranks #760 among its holdings.

1,246 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Compass Financial Management held 375 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $34.3K as of Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Compass Financial Management position in Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #760 holding.
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 Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.