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

Fonville 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	$363K	Buy	+3,964	New	+$363K	0.06%	110
2024 Q2	–	Sell	-2,802	Closed	-$257K	–	98
2024 Q1	$257K	Buy	+2,802	New	+$257K	0.11%	81

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

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

Fonville Wealth Management opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026: 3,964 shares worth $363K. The stake represents 0.06% of the portfolio and ranks #110 among its holdings. This is a return to the name: Fonville Wealth Management previously reported a position in BIL as recently as Q1 2024.

Fonville Wealth Management first reported a position in BIL in Q1 2024 and has held it in 2 quarters since. 1,300 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Fonville Wealth Management held 3,964 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $363K as of Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Fonville Wealth Management position in Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.06% of Fonville Wealth Management's portfolio in Q2 2026, its #110 holding.
Fonville Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and has held it in 2 quarters since.
1,300 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.