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

Consolidated Planning Corp’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	$570K	Sell	6,219 -47,421	-88%	-$4.34M	0.08%	98
2026 Q1	$4.92M	Buy	53,640 +51,435	+2,333%	+$4.71M	0.8%	23
2025 Q4	$201K	Buy	+2,205	New	+$202K	0.02%	202
2021 Q4	–	Sell	-103	Closed	-$9K	–	105
2021 Q3	$9K	Buy	+103	New	+$9.42K	0.01%	308

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

Consolidated Planning Corp's BIL Position: Q2 2026 in Review

Consolidated Planning Corp reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 88% in Q2 2026, selling an estimated $4.34M and leaving 6,219 shares worth $570K. The position accounts for 0.08% of the portfolio, ranked #98.

Consolidated Planning Corp first reported a position in BIL in Q3 2021 and has held it in 4 quarters since. The position peaked at $4.92M in Q1 2026. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Consolidated Planning Corp held 6,219 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $570K as of Q2 2026.
Consolidated Planning Corp sold 47,421 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $4.34M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.08% of Consolidated Planning Corp's portfolio in Q2 2026, its #98 holding.
Consolidated Planning Corp first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2021 and has held it in 4 quarters since.
Consolidated Planning Corp's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $4.92M in Q1 2026.
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 Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.