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

Comprehensive Financial Planning’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	$3.31M	Buy	+36,110	New	+$3.3M	1.76%	13
2026 Q1	–	Sell	-43	Closed	-$3.93K	–	393
2025 Q4	$3.93K	Buy	+43	New	+$3.94K	﹤0.01%	324

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

Comprehensive Financial Planning's BIL Position: Q2 2026 in Review

Comprehensive Financial Planning opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026: 36,110 shares worth $3.31M. The stake represents 1.76% of the portfolio and ranks #13 among its holdings. This is a return to the name: Comprehensive Financial Planning previously reported a position in BIL as recently as Q4 2025.

Comprehensive Financial Planning first reported a position in BIL in Q4 2025 and has held it in 2 quarters since. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Comprehensive Financial Planning held 36,110 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.31M as of Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Comprehensive Financial Planning position in Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.76% of Comprehensive Financial Planning's portfolio in Q2 2026, its #13 holding.
Comprehensive Financial Planning first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2025 and has held it in 2 quarters since.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.