Financial & Tax Architects’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Financial & Tax Architects’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	$20.2M	Buy	220,325 +209,909	+2,015%	+$19.2M	4.26%	6
2026 Q1	$954K	Sell	10,416 -4,019	-28%	-$368K	0.21%	75
2025 Q4	$1.32M	Sell	14,435 -757	-5%	-$69.3K	0.3%	61
2025 Q3	$1.39M	Sell	15,192 -428,941	-97%	-$39.3M	0.31%	58
2025 Q2	$40.7M	Buy	444,133 +417,405	+1,562%	+$38.2M	9.9%	1
2025 Q1	$2.45M	Sell	26,728 -397,925	-94%	-$36.4M	0.62%	43
2024 Q4	$38.8M	Buy	424,653 +199,255	+88%	+$18.2M	9.89%	1
2024 Q3	$20.7M	Sell	225,398 -5,732	-2%	-$525K	5.32%	2
2024 Q2	$21.2M	Buy	231,130 +200,783	+662%	+$18.4M	5.69%	1
2024 Q1	$2.79M	Sell	30,347 -202,884	-87%	-$18.6M	0.77%	37
2023 Q4	$21.3M	Sell	233,231 -6,029	-3%	-$552K	6.31%	1
2023 Q3	$22M	Sell	239,260 -203,567	-46%	-$18.7M	6.82%	1
2023 Q2	$40.7M	Sell	442,827 -89,347	-17%	-$8.19M	12.55%	1
2023 Q1	$48.9M	Sell	532,174 -63,397	-11%	-$5.81M	16.08%	1
2022 Q4	$54.6M	Buy	595,571 +61,704	+12%	+$5.65M	18.62%	1
2022 Q3	$48.9M	Buy	533,867 +83,838	+19%	+$7.67M	18.33%	1
2022 Q2	$41.2M	Buy	450,029 +196,850	+78%	+$18M	15.6%	1
2022 Q1	$23.1M	Buy	+253,179	New	+$23.1M	8.74%	1
2021 Q3	–	Sell	-36,918	Closed	-$3.38M	–	100
2021 Q2	$3.38M	Buy	36,918 +10,244	+38%	+$937K	1.65%	17
2021 Q1	$2.44M	Buy	+26,674	New	+$2.44M	1.37%	33

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

Financial & Tax Architects's BIL Position: Q2 2026 in Review

Financial & Tax Architects increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 2,015% in Q2 2026, buying an estimated $19.2M and bringing the position to 220,325 shares worth $20.2M. The position accounts for 4.26% of the portfolio, ranked #6.

Financial & Tax Architects first reported a position in BIL in Q1 2021 and has held it in 20 quarters since. The position peaked at $54.6M in Q4 2022. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Financial & Tax Architects held 220,325 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $20.2M as of Q2 2026.
Financial & Tax Architects bought 209,909 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $19.2M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 4.26% of Financial & Tax Architects's portfolio in Q2 2026, its #6 holding.
Financial & Tax Architects first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2021 and has held it in 20 quarters since.
Financial & Tax Architects's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $54.6M in Q4 2022.
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 Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.