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

Curran Financial 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	$9.63M	Sell	105,092 -11,042	-10%	-$1.01M	1.43%	17
2026 Q1	$10.6M	Sell	116,134 -27,484	-19%	-$2.52M	1.91%	18
2025 Q4	$13.1M	Sell	143,618 -12,788	-8%	-$1.17M	2.49%	12
2025 Q3	$14.4M	Sell	156,406 -34,294	-18%	-$3.14M	2.84%	11
2025 Q2	$17.5M	Sell	190,700 -4,208	-2%	-$385K	3.87%	4
2025 Q1	$17.9M	Buy	194,908 +8,424	+5%	+$772K	4.39%	4
2024 Q4	$17.1M	Buy	186,484 +30,622	+20%	+$2.8M	4.48%	4
2024 Q3	$14.3M	Buy	+155,862	New	+$14.3M	4.06%	5

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

Curran Financial Partners's BIL Position: Q2 2026 in Review

Curran Financial Partners reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 9.5% in Q2 2026, selling an estimated $1.01M and leaving 105,092 shares worth $9.63M. The position accounts for 1.43% of the portfolio, ranked #17.

Curran Financial Partners first reported a position in BIL in Q3 2024 and has held it in 8 quarters since. The position peaked at $17.9M in Q1 2025. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Curran Financial Partners held 105,092 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $9.63M as of Q2 2026.
Curran Financial Partners sold 11,042 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.01M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.43% of Curran Financial Partners's portfolio in Q2 2026, its #17 holding.
Curran Financial Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2024 and has held it in 8 quarters since.
Curran Financial Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $17.9M in Q1 2025.
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 Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.