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

Core Wealth Partners’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	$3.66M	Sell	39,941 -1,824	-4%	-$167K	1.56%	13
2026 Q1	$3.83M	Sell	41,765 -2,681	-6%	-$245K	1.78%	13
2025 Q4	$4.06M	Sell	44,446 -2,498	-5%	-$229K	1.83%	10
2025 Q3	$4.31M	Sell	46,944 -406	-0.9%	-$37.2K	1.98%	10
2025 Q2	$4.34M	Sell	47,350 -8,819	-16%	-$808K	2.2%	8
2025 Q1	$5.15M	Buy	56,169 +12,735	+29%	+$1.17M	3%	5
2024 Q4	$3.97M	Buy	43,434 +6,218	+17%	+$569K	2.28%	8
2024 Q3	$3.42M	Sell	37,216 -337	-0.9%	-$30.9K	2.07%	7
2024 Q2	$3.45M	Buy	37,553 +3,259	+10%	+$299K	2.36%	7
2024 Q1	$3.15M	Sell	34,294 -3,982	-10%	-$365K	2.38%	9
2023 Q4	$3.5M	Sell	38,276 -1,030	-3%	-$94.3K	2.87%	8
2023 Q3	$3.61M	Buy	39,306 +3,454	+10%	+$317K	3.28%	8
2023 Q2	$3.29M	Sell	35,852 -2,554	-7%	-$234K	3.04%	8
2023 Q1	$3.53M	Sell	38,406 -2,435	-6%	-$223K	3.54%	8
2022 Q4	$3.73M	Buy	+40,841	New	+$3.74M	4.2%	4

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Core Wealth Partners's BIL Position: Q2 2026 in Review

Core Wealth Partners reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4.4% in Q2 2026, selling an estimated $167K and leaving 39,941 shares worth $3.66M. The position accounts for 1.56% of the portfolio, ranked #13.

Core Wealth Partners first reported a position in BIL in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.15M in Q1 2025. 258 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Core Wealth Partners held 39,941 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.66M as of Q2 2026.
Core Wealth Partners sold 1,824 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $167K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.56% of Core Wealth Partners's portfolio in Q2 2026, its #13 holding.
Core Wealth Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 15 quarters since.
Core Wealth Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $5.15M in Q1 2025.
258 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.