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

EPG 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	$73.2K	Hold	799	–	–	0.02%	217
2026 Q1	$73.2K	Sell	799 -799	-50%	-$73.1K	0.02%	216
2025 Q4	$146K	Buy	+1,598	New	+$146K	0.04%	193
2025 Q2	–	Sell	-142	Closed	-$13K	–	323
2025 Q1	$13K	Sell	142 -59	-29%	-$5.4K	﹤0.01%	360
2024 Q4	$18.4K	Buy	+201	New	+$18.4K	﹤0.01%	347
2023 Q3	–	Sell	-81	Closed	-$7.44K	–	425
2023 Q2	$7.44K	Hold	81	–	–	﹤0.01%	369
2023 Q1	$7.44K	Buy	+81	New	+$7.42K	﹤0.01%	377
2022 Q4	–	Sell	-311	Closed	-$28K	–	380
2022 Q3	$28K	Buy	+311	New	+$28.4K	0.01%	294

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

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

EPG Wealth Management held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q2 2026 at 799 shares worth $73.2K. The position accounts for 0.02% of the portfolio, ranked #217.

EPG Wealth Management first reported a position in BIL in Q3 2022 and has held it in 8 quarters since. The position peaked at $146K in Q4 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

EPG Wealth Management held 799 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $73.2K as of Q2 2026.
EPG Wealth Management left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.02% of EPG Wealth Management's portfolio in Q2 2026, its #217 holding.
EPG Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2022 and has held it in 8 quarters since.
EPG Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $146K in Q4 2025.
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 EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.