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

Elmwood 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	$4.58M	Sell	49,970 -9,690	-16%	-$887K	1.15%	30
2026 Q1	$5.47M	Buy	59,660 +44,150	+285%	+$4.04M	1.51%	18
2025 Q4	$1.42M	Sell	15,510 -8,775	-36%	-$803K	0.45%	64
2025 Q3	$2.23M	Sell	24,285 -622	-2%	-$57K	0.79%	47
2025 Q2	$2.28M	Sell	24,907 -26,835	-52%	-$2.46M	0.91%	44
2025 Q1	$4.75M	Sell	51,742 -12,558	-20%	-$1.15M	1.95%	12
2024 Q4	$5.88M	Buy	64,300 +37,313	+138%	+$3.42M	2.37%	9
2024 Q3	$2.48M	Sell	26,987 -196	-0.7%	-$18K	1.02%	40
2024 Q2	$2.49M	Sell	27,183 -10,088	-27%	-$924K	1.11%	33
2024 Q1	$3.42M	Buy	37,271 +946	+3%	+$86.7K	1.46%	17
2023 Q4	$3.32M	Sell	36,325 -3,098	-8%	-$284K	2.33%	10
2023 Q3	$3.62M	Sell	39,423 -12,134	-24%	-$1.11M	1.75%	13
2023 Q2	$4.73M	Sell	51,557 -1,307	-2%	-$120K	2.21%	9
2023 Q1	$4.85M	Buy	52,864 +3,749	+8%	+$343K	2.29%	8
2022 Q4	$4.49M	Buy	49,115 +5,675	+13%	+$519K	2.24%	7
2022 Q3	$3.98M	Buy	43,440 +7,450	+21%	+$681K	1.99%	7
2022 Q2	$3.29M	Buy	35,990 +3,970	+12%	+$363K	1.87%	13
2022 Q1	$2.93M	Buy	32,020 +6,200	+24%	+$567K	1.5%	18
2021 Q4	$2.36M	Buy	+25,820	New	+$2.36M	1.13%	31
2021 Q2	$212K	Sell	2,320 -4,000	-63%	-$366K	0.11%	108
2021 Q1	$578K	Buy	+6,320	New	+$578K	0.35%	77
2020 Q3	$1.03M	Hold	11,230	–	–	0.83%	39
2020 Q2	$1.03M	Buy	+11,230	New	+$1.03M	0.83%	39
2020 Q1	–	Sell	-11,920	Closed	-$1.09M	–	303
2019 Q4	$1.09M	Buy	11,920 +9,000	+308%	+$823K	0.95%	42
2019 Q3	$267K	Sell	2,920 -1,805	-38%	-$165K	0.27%	72
2019 Q2	$433K	Buy	+4,725	New	+$432K	0.38%	72

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Elmwood Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 16% in Q2 2026, selling an estimated $887K and leaving 49,970 shares worth $4.58M. The position accounts for 1.15% of the portfolio, ranked #30.

Elmwood Wealth Management first reported a position in BIL in Q2 2019 and has held it in 26 quarters since. The position peaked at $5.88M in Q4 2024. 228 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Elmwood Wealth Management held 49,970 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $4.58M as of Q2 2026.
Elmwood Wealth Management sold 9,690 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $887K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.15% of Elmwood Wealth Management's portfolio in Q2 2026, its #30 holding.
Elmwood 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 26 quarters since.
Elmwood Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $5.88M in Q4 2024.
228 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.