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

Cornerstone Planning Group’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	$3.35K	Hold	37	–	–	﹤0.01%	1194
2026 Q1	$3.32K	Buy	37 +1	+3%	+$92	﹤0.01%	1195
2025 Q4	$3.3K	Buy	+36	New	+$3.3K	﹤0.01%	1081
2025 Q3	–	Sell	-55	Closed	-$5.07K	–	1705
2025 Q2	$5.07K	Hold	55	–	–	﹤0.01%	722
2025 Q1	$5.04K	Buy	+55	New	+$5.04K	﹤0.01%	732
2024 Q3	–	Sell	-47	Closed	-$4.3K	–	1307
2024 Q2	$4.3K	Buy	47 +14	+42%	+$1.28K	﹤0.01%	608
2024 Q1	$3.02K	Buy	+33	New	+$3.02K	﹤0.01%	599

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

Cornerstone Planning Group's BIL Position: Q2 2026 in Review

Cornerstone Planning Group held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q2 2026 at 37 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Cornerstone Planning Group first reported a position in BIL in Q1 2024 and has held it in 7 quarters since. The position peaked at $5.07K in Q2 2025. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Cornerstone Planning Group held 37 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.35K as of Q2 2026.
Cornerstone Planning Group left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1194 holding.
Cornerstone Planning Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and has held it in 7 quarters since.
Cornerstone Planning Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $5.07K in Q2 2025.
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 Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.