Deane Retirement Strategies’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Deane Retirement Strategies’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	$61.9K	Sell	675 -789	-54%	-$72.2K	0.03%	43
2026 Q1	$134K	Buy	1,464 +802	+121%	+$73.4K	0.05%	33
2025 Q4	$60.5K	Sell	662 -4,506	-87%	-$413K	0.03%	47
2025 Q3	$474K	Buy	5,168 +2,257	+78%	+$207K	0.2%	36
2025 Q2	$267K	Sell	2,911 -1,432	-33%	-$131K	0.12%	39
2025 Q1	$398K	Buy	4,343 +3,664	+540%	+$336K	0.19%	38
2024 Q4	$62.1K	Sell	679 -5	-0.7%	-$458	0.03%	51
2024 Q3	$62.8K	Sell	684 -185,395	-100%	-$17M	0.03%	52
2024 Q2	$17.1M	Buy	186,079 +132	+0.1%	+$12.1K	8.75%	1
2024 Q1	$17.1M	Sell	185,947 -75,917	-29%	-$6.95M	8.67%	1
2023 Q4	$23.9M	Buy	261,864 +360	+0.1%	+$33K	13.05%	1
2023 Q3	$24M	Buy	261,504 +78,696	+43%	+$7.21M	13.4%	1
2023 Q2	$16.8M	Buy	182,808 +365	+0.2%	+$33.4K	9.2%	2
2023 Q1	$16.8M	Sell	182,443 -62,521	-26%	-$5.73M	9.23%	2
2022 Q4	$22.4M	Sell	244,964 -33,355	-12%	-$3.05M	12.49%	2
2022 Q3	$25.5M	Buy	278,319 +182,121	+189%	+$16.7M	15.64%	3
2022 Q2	$8.8M	Buy	96,198 +92,819	+2,747%	+$8.49M	5.47%	4
2022 Q1	$309K	Hold	3,379	–	–	0.17%	37
2021 Q4	$309K	Buy	3,379 +431	+15%	+$39.4K	0.16%	38
2021 Q3	$270K	Hold	2,948	–	–	0.15%	37
2021 Q2	$270K	Sell	2,948 -60	-2%	-$5.49K	0.15%	43
2021 Q1	$275K	Buy	+3,008	New	+$275K	0.15%	46
2018 Q4	–	Sell	-88,018	Closed	-$8.05M	–	54
2018 Q3	$8.06M	Buy	88,018 +143	+0.2%	+$13.1K	7.28%	4
2018 Q2	$8.05M	Buy	87,875 +1,751	+2%	+$160K	7.65%	2
2018 Q1	$7.88M	Buy	+86,124	New	+$7.88M	8.07%	2

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Deane Retirement Strategies's BIL Position: Q2 2026 in Review

Deane Retirement Strategies reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 54% in Q2 2026, selling an estimated $72.2K and leaving 675 shares worth $61.9K. The position accounts for 0.03% of the portfolio, ranked #43.

Deane Retirement Strategies first reported a position in BIL in Q1 2018 and has held it in 25 quarters since. The position peaked at $25.5M in Q3 2022. 294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Deane Retirement Strategies held 675 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $61.9K as of Q2 2026.
Deane Retirement Strategies sold 789 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $72.2K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.03% of Deane Retirement Strategies's portfolio in Q2 2026, its #43 holding.
Deane Retirement Strategies first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2018 and has held it in 25 quarters since.
Deane Retirement Strategies's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $25.5M in Q3 2022.
294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Deane Retirement Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.