DFC
BIL icon

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

DBK Financial Counsel’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 		– Sell
-23,883
Closed -$2.19M – 58
2026
Q1 		$2.19M Sell
23,883
-832
-3% -$76.1K 1.66% 19
2025
Q4 		$2.26M Sell
24,715
-273
-1% -$25K 1.73% 20
2025
Q3 		$2.29M Sell
24,988
-419
-2% -$38.4K 1.93% 19
2025
Q2 		$2.33M Sell
25,407
-11,998
-32% -$1.1M 2.11% 17
2025
Q1 		$3.43M Sell
37,405
-106,791
-74% -$9.78M 3.44% 8
2024
Q4 		$13.2M Buy
144,196
+9,354
+7% +$857K 13.28% 1
2024
Q3 		$12.4M Buy
134,842
+13,546
+11% +$1.24M 12.51% 1
2024
Q2 		$11.1M Sell
121,296
-22,064
-15% -$2.02M 12.13% 1
2024
Q1 		$13.2M Buy
143,360
+12,930
+10% +$1.18M 13.8% 1
2023
Q4 		$11.9M Buy
130,430
+41,620
+47% +$3.81M 13.68% 1
2023
Q3 		$8.15M Buy
88,810
+23,280
+36% +$2.13M 10.73% 1
2023
Q2 		$6.02M Buy
65,530
+3,405
+5% +$312K 8.09% 3
2023
Q1 		$5.7M Buy
62,125
+32,050
+107% +$2.94M 7.92% 3
2022
Q4 		$2.75M Buy
+30,075
New +$2.75M 4.39% 7

Other funds holding BIL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

DBK Financial Counsel's BIL Position: Q2 2026 in Review

DBK Financial Counsel sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 23,883 shares — an estimated $2.19M sold.

DBK Financial Counsel first reported a position in BIL in Q4 2022 and held it in 14 quarters. The position peaked at $13.2M in Q4 2024. 873 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • DBK Financial Counsel reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
  • DBK Financial Counsel sold 23,883 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.19M.
  • DBK Financial Counsel first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and held it in 14 quarters.
  • DBK Financial Counsel's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $13.2M in Q4 2024.
  • 873 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on DBK Financial Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.