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

Constant Guidance Financial’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	$5.93M	Sell	64,683 -217,911	-77%	-$19.9M	3.72%	5
2026 Q1	$25.9M	Buy	+282,594	New	+$25.9M	17.91%	3
2025 Q4	–	Sell	-11,957	Closed	-$1.1M	–	49
2025 Q3	$1.1M	Sell	11,957 -1,178	-9%	-$108K	0.88%	20
2025 Q2	$669K	Sell	13,135 -300	-2%	-$27.5K	0.67%	29
2025 Q1	$615K	Sell	13,435 -2,170	-14%	-$199K	0.77%	20
2024 Q4	$751K	Sell	15,605 -12,528	-45%	-$1.15M	0.65%	24
2024 Q3	$2.58M	Sell	28,133 -141,049	-83%	-$12.9M	2.11%	10
2024 Q2	$15.5M	Buy	169,182 +87,723	+108%	+$8.04M	16.1%	2
2024 Q1	$7.45M	Buy	81,459 +2,536	+3%	+$232K	6.86%	3
2023 Q4	$7.21M	Sell	78,923 -304,788	-79%	-$27.9M	7.35%	4
2023 Q3	$35.1M	Buy	+383,711	New	+$35.2M	46.33%	1

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

Constant Guidance Financial's BIL Position: Q2 2026 in Review

Constant Guidance Financial reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 77% in Q2 2026, selling an estimated $19.9M and leaving 64,683 shares worth $5.93M. The position accounts for 3.72% of the portfolio, ranked #5.

Constant Guidance Financial first reported a position in BIL in Q3 2023 and has held it in 11 quarters since. The position peaked at $35.1M in Q3 2023. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Constant Guidance Financial held 64,683 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $5.93M as of Q2 2026.
Constant Guidance Financial sold 217,911 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $19.9M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 3.72% of Constant Guidance Financial's portfolio in Q2 2026, its #5 holding.
Constant Guidance Financial first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023 and has held it in 11 quarters since.
Constant Guidance Financial's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $35.1M in Q3 2023.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Constant Guidance Financial's 13F filing for Q2 2026, filed 12 Aug 2026.