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

Destination 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	$725K	Sell	7,914 -520	-6%	-$47.6K	0.02%	186
2026 Q1	$773K	Buy	8,434 +4,724	+127%	+$432K	0.02%	164
2025 Q4	$339K	Hold	3,710	–	–	0.01%	240
2025 Q3	$340K	Buy	3,710 +167	+5%	+$15.3K	0.01%	212
2025 Q2	$325K	Hold	3,543	–	–	0.01%	208
2025 Q1	$325K	Sell	3,543 -552	-13%	-$50.6K	0.01%	199
2024 Q4	$374K	Buy	4,095 +525	+15%	+$48.1K	0.01%	183
2024 Q3	$328K	Hold	3,570	–	–	0.01%	186
2024 Q2	$328K	Hold	3,570	–	–	0.01%	170
2024 Q1	$328K	Hold	3,570	–	–	0.01%	165
2023 Q4	$326K	Hold	3,570	–	–	0.01%	166
2023 Q3	$328K	Buy	3,570 +20	+0.6%	+$1.83K	0.01%	160
2023 Q2	$326K	Buy	3,550 +435	+14%	+$39.9K	0.01%	165
2023 Q1	$286K	Buy	+3,115	New	+$285K	0.01%	175
2019 Q3	–	Sell	-52	Closed	-$5K	–	180
2019 Q2	$5K	Buy	+52	New	+$4.76K	﹤0.01%	479

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

Destination Wealth Management's BIL Position: Q2 2026 in Review

Destination Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 6.2% in Q2 2026, selling an estimated $47.6K and leaving 7,914 shares worth $725K. The position accounts for 0.02% of the portfolio, ranked #186.

Destination Wealth Management first reported a position in BIL in Q2 2019 and has held it in 15 quarters since. The position peaked at $773K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Destination Wealth Management held 7,914 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $725K as of Q2 2026.
Destination Wealth Management sold 520 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $47.6K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.02% of Destination Wealth Management's portfolio in Q2 2026, its #186 holding.
Destination Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2019 and has held it in 15 quarters since.
Destination Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $773K in Q1 2026.
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 Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.