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

Discipline Wealth Solutions’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	$2.98M	Buy	32,547 +1,755	+6%	+$161K	0.26%	55
2026 Q1	$2.82M	Buy	30,792 +6,540	+27%	+$598K	0.3%	54
2025 Q4	$2.22M	Buy	24,252 +2,123	+10%	+$194K	0.41%	47
2025 Q3	$2.03M	Buy	22,129 +16,246	+276%	+$1.49M	0.54%	39
2025 Q2	$540K	Sell	5,883 -19,500	-77%	-$1.79M	0.21%	56
2025 Q1	$2.33M	Buy	25,383 +1,401	+6%	+$128K	1.11%	16
2024 Q4	$2.19M	Buy	23,982 +7,589	+46%	+$695K	1.02%	20
2024 Q3	$1.51M	Buy	+16,393	New	+$1.5M	0.79%	22

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

Discipline Wealth Solutions's BIL Position: Q2 2026 in Review

Discipline Wealth Solutions increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 5.7% in Q2 2026, buying an estimated $161K and bringing the position to 32,547 shares worth $2.98M. The position accounts for 0.26% of the portfolio, ranked #55.

Discipline Wealth Solutions first reported a position in BIL in Q3 2024 and has held it in 8 quarters since. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Discipline Wealth Solutions held 32,547 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.98M as of Q2 2026.
Discipline Wealth Solutions bought 1,755 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $161K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.26% of Discipline Wealth Solutions's portfolio in Q2 2026, its #55 holding.
Discipline Wealth Solutions 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.
1,289 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.