Dynamic Wealth Strategies
BIL icon

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

Dynamic Wealth 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
Q3 		$64.6K Hold
705
– – 0.03% 138
2026
Q2 		$64.6K Buy
705
+58
+9% +$5.31K 0.03% 138
2026
Q1 		$59.3K Buy
+647
New +$59.2K 0.03% 141

Other funds holding BIL

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
USA Financial Formulas
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Innovative Advisory Group
Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Dynamic Wealth Strategies's BIL Position: Q3 2026 in Review

Dynamic Wealth Strategies held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q3 2026 at 705 shares worth $64.6K. The position accounts for 0.03% of the portfolio, ranked #138.

Dynamic Wealth Strategies first reported a position in BIL in Q1 2026 and has held it in 3 quarters since. 506 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

  • Dynamic Wealth Strategies held 705 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $64.6K as of Q3 2026.
  • Dynamic Wealth Strategies left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q3 2026.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.03% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #138 holding.
  • Dynamic Wealth Strategies first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2026 and has held it in 3 quarters since.
  • 506 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.