Elwood & Goetz Wealth Advisory Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Elwood & Goetz Wealth Advisory 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	$777K	Sell	8,475 -14	-0.2%	-$1.28K	0.11%	61
2026 Q1	$778K	Buy	+8,489	New	+$777K	0.13%	51

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

Elwood & Goetz Wealth Advisory Group's BIL Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.16% in Q2 2026, selling an estimated $1.28K and leaving 8,475 shares worth $777K. The position accounts for 0.11% of the portfolio, ranked #61.

Elwood & Goetz Wealth Advisory Group first reported a position in BIL in Q1 2026 and has held it in 2 quarters since. The position peaked at $778K in Q1 2026. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 8,475 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $777K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group sold 14 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.28K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.11% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #61 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2026 and has held it in 2 quarters since.
Elwood & Goetz Wealth Advisory Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $778K in Q1 2026.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.