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Ehrlich Financial Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Ehrlich Financial Group’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
7,908
-214
-3% -$19.6K 0.37% 62
2026
Q1 		$744K Buy
+8,122
New +$743K 0.43% 62
2024
Q3 		– Sell
-2,616
Closed -$240K – 110
2024
Q2 		$240K Sell
2,616
-19,030
-88% -$1.74M 0.19% 90
2024
Q1 		$1.99M Buy
21,646
+16,460
+317% +$1.51M 1.67% 20
2023
Q4 		$474K Buy
+5,186
New +$475K 0.48% 53

Other funds holding BIL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Ehrlich Financial Group's BIL Position: Q2 2026 in Review

Ehrlich Financial Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 2.6% in Q2 2026, selling an estimated $19.6K and leaving 7,908 shares worth $725K. The position accounts for 0.37% of the portfolio, ranked #62.

Ehrlich Financial Group first reported a position in BIL in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.99M in Q1 2024. 425 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Ehrlich Financial Group held 7,908 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $725K as of Q2 2026.
  • Ehrlich Financial Group sold 214 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $19.6K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.37% of Ehrlich Financial Group's portfolio in Q2 2026, its #62 holding.
  • Ehrlich Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 5 quarters since.
  • Ehrlich Financial Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.99M in Q1 2024.
  • 425 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.