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

Cornerstone 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	$1.16M	Buy	12,700 +1,456	+13%	+$133K	0.05%	312
2026 Q1	$1.03M	Sell	11,244 -442	-4%	-$40.4K	0.05%	311
2025 Q4	$1.07M	Buy	11,686 +60	+0.5%	+$5.49K	0.06%	282
2025 Q3	$1.07M	Buy	11,626 +81	+0.7%	+$7.42K	0.06%	269
2025 Q2	$1.06M	Sell	11,545 -345	-3%	-$31.6K	0.06%	254
2025 Q1	$1.09M	Sell	11,890 -124	-1%	-$11.4K	0.07%	226
2024 Q4	$1.1M	Buy	12,014 +4,719	+65%	+$432K	0.07%	220
2024 Q3	$670K	Buy	7,295 +1,430	+24%	+$131K	0.05%	290
2024 Q2	$538K	Buy	5,865 +2,319	+65%	+$212K	0.04%	319
2024 Q1	$326K	Buy	+3,546	New	+$325K	0.03%	420
2023 Q4	–	Sell	-2,588	Closed	-$238K	–	525
2023 Q3	$238K	Buy	+2,588	New	+$237K	0.02%	473
2020 Q3	–	Sell	-25,264	Closed	-$2.31M	–	393
2020 Q2	$2.31M	Buy	+25,264	New	+$2.31M	0.37%	55
2019 Q4	–	Sell	-4,505	Closed	-$413K	–	351
2019 Q3	$413K	Buy	+4,505	New	+$412K	0.07%	233

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 Wealth Management's BIL Position: Q2 2026 in Review

Cornerstone Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 13% in Q2 2026, buying an estimated $133K and bringing the position to 12,700 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #312.

Cornerstone Wealth Management first reported a position in BIL in Q3 2019 and has held it in 13 quarters since. The position peaked at $2.31M in Q2 2020. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Cornerstone Wealth Management held 12,700 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.16M as of Q2 2026.
Cornerstone Wealth Management bought 1,456 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $133K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.05% of Cornerstone Wealth Management's portfolio in Q2 2026, its #312 holding.
Cornerstone Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2019 and has held it in 13 quarters since.
Cornerstone Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.31M in Q2 2020.
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 Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.