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

Dogwood 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 		$1.43M Buy
15,608
+1,401
+10% +$128K 0.56% 33
2026
Q1 		$1.3M Buy
14,207
+1,526
+12% +$140K 0.57% 34
2025
Q4 		$1.16M Buy
12,681
+2,245
+22% +$206K 0.51% 37
2025
Q3 		$958K Buy
10,436
+1,354
+15% +$124K 0.44% 45
2025
Q2 		$831K Buy
9,082
+2,778
+44% +$254K 0.41% 48
2025
Q1 		$578K Buy
6,304
+5,201
+472% +$476K 0.3% 80
2024
Q4 		$101K Sell
1,103
-2,390
-68% -$219K 0.05% 99
2024
Q3 		$321K Sell
3,493
-497
-12% -$45.5K 0.18% 82
2024
Q2 		$366K Sell
3,990
-83
-2% -$7.6K 0.23% 63
2024
Q1 		$374K Buy
4,073
+379
+10% +$34.7K 0.25% 56
2023
Q4 		$338K Buy
+3,694
New +$338K 0.26% 56

Other funds holding BIL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MW
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Dogwood Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 9.9% in Q2 2026, buying an estimated $128K and bringing the position to 15,608 shares worth $1.43M. The position accounts for 0.56% of the portfolio, ranked #33.

Dogwood Wealth Management first reported a position in BIL in Q4 2023 and has held it in 11 quarters since. 258 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Dogwood Wealth Management held 15,608 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.43M as of Q2 2026.
  • Dogwood Wealth Management bought 1,401 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $128K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.56% of Dogwood Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Dogwood Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 11 quarters since.
  • 258 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.