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

Copia Wealth 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	$140K	Buy	1,523 +856	+128%	+$78.3K	0.08%	133
2026 Q1	$61.1K	Sell	667 -285	-30%	-$26.1K	0.04%	185
2025 Q4	$87K	Buy	952 +301	+46%	+$27.6K	0.06%	156
2025 Q3	$59.7K	Hold	651	–	–	0.04%	175
2025 Q2	$59.7K	Hold	651	–	–	0.05%	156
2025 Q1	$59.7K	Sell	651 -370	-36%	-$33.9K	0.06%	145
2024 Q4	$93.3K	Buy	+1,021	New	+$93.5K	0.09%	114

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

Copia Wealth Management's BIL Position: Q2 2026 in Review

Copia Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 128% in Q2 2026, buying an estimated $78.3K and bringing the position to 1,523 shares worth $140K. The position accounts for 0.08% of the portfolio, ranked #133.

Copia Wealth Management first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Copia Wealth Management held 1,523 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $140K as of Q2 2026.
Copia Wealth Management bought 856 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $78.3K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.08% of Copia Wealth Management's portfolio in Q2 2026, its #133 holding.
Copia Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
1,290 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.