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

Ethos 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	$7M	Sell	76,340 -49,416	-39%	-$4.52M	0.47%	58
2026 Q1	$11.5M	Buy	125,756 +92,991	+284%	+$8.51M	0.84%	23
2025 Q4	$2.99M	Sell	32,765 -63	-0.2%	-$5.77K	0.22%	98
2025 Q3	$3.01M	Buy	32,828 +5,991	+22%	+$549K	0.24%	93
2025 Q2	$2.46M	Sell	26,837 -1,219	-4%	-$112K	0.21%	107
2025 Q1	$2.57M	Hold	28,056	–	–	0.25%	99
2024 Q4	$2.57M	Buy	28,056 +1,049	+4%	+$96.1K	0.33%	70
2024 Q3	$2.48M	Sell	27,007 -470	-2%	-$43.1K	0.41%	51
2024 Q2	$2.52M	Buy	27,477 +312	+1%	+$28.6K	0.44%	51
2024 Q1	$2.49M	Buy	27,165 +1,946	+8%	+$178K	0.47%	51
2023 Q4	$2.31M	Sell	25,219 -6,121	-20%	-$560K	0.49%	46
2023 Q3	$2.88M	Sell	31,340 -147,928	-83%	-$13.6M	0.74%	40
2023 Q2	$16.5M	Hold	179,268	–	–	5.56%	2
2023 Q1	$16.5M	Buy	179,268 +34,877	+24%	+$3.2M	5.12%	2
2022 Q4	$13.2M	Buy	+144,391	New	+$13.2M	4.47%	2

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

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

Ethos Financial Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 39% in Q2 2026, selling an estimated $4.52M and leaving 76,340 shares worth $7M. The position accounts for 0.47% of the portfolio, ranked #58.

Ethos Financial Group first reported a position in BIL in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.5M in Q2 2023. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Ethos Financial Group held 76,340 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $7M as of Q2 2026.
Ethos Financial Group sold 49,416 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $4.52M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.47% of Ethos Financial Group's portfolio in Q2 2026, its #58 holding.
Ethos Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 15 quarters since.
Ethos Financial Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $16.5M in Q2 2023.
1,290 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.