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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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. 886 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.
886 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.