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

Foguth 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	$3.26M	Buy	35,632 +21,034	+144%	+$1.93M	0.37%	57
2026 Q1	$1.34M	Sell	14,598 -7,774	-35%	-$711K	0.16%	75
2025 Q4	$2.05M	Buy	+22,372	New	+$2.05M	0.32%	61
2025 Q2	$2.22M	Sell	24,215 -16,863	-41%	-$1.54M	0.48%	44
2025 Q1	$3.77M	Buy	+41,078	New	+$3.76M	0.91%	29

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

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

Foguth Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 144% in Q2 2026, buying an estimated $1.93M and bringing the position to 35,632 shares worth $3.26M. The position accounts for 0.37% of the portfolio, ranked #57.

Foguth Wealth Management first reported a position in BIL in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.77M in Q1 2025. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Foguth Wealth Management held 35,632 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.26M as of Q2 2026.
Foguth Wealth Management bought 21,034 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.93M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.37% of Foguth Wealth Management's portfolio in Q2 2026, its #57 holding.
Foguth Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2025 and has held it in 5 quarters since.
Foguth Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.77M in Q1 2025.
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 Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.