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

Formidable Asset 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	$295K	Hold	3,223	–	–	0.05%	325
2026 Q1	$295K	Hold	3,223	–	–	0.05%	321
2025 Q4	$296K	Sell	3,223 -2,190	-40%	-$200K	0.04%	338
2025 Q3	$497K	Buy	5,413 +577	+12%	+$52.9K	0.08%	234
2025 Q2	$444K	Hold	4,836	–	–	0.07%	247
2025 Q1	$444K	Sell	4,836 -460	-9%	-$42.1K	0.07%	243
2024 Q4	$484K	Buy	5,296 +218	+4%	+$20K	0.08%	231
2024 Q3	$466K	Sell	5,078 -693	-12%	-$63.5K	0.07%	231
2024 Q2	$530K	Sell	5,771 -5,256	-48%	-$482K	0.09%	224
2024 Q1	$1.01M	Buy	11,027 +3,003	+37%	+$275K	0.17%	126
2023 Q4	$733K	Buy	+8,024	New	+$735K	0.15%	127
2019 Q2	–	Sell	-9,854	Closed	-$540K	–	234
2019 Q1	$540K	Buy	+9,854	New	+$902K	0.21%	93

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Formidable Asset Management's BIL Position: Q2 2026 in Review

Formidable Asset Management held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q2 2026 at 3,223 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #325.

Formidable Asset Management first reported a position in BIL in Q1 2019 and has held it in 12 quarters since. The position peaked at $1.01M in Q1 2024. 258 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Formidable Asset Management held 3,223 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $295K as of Q2 2026.
Formidable Asset 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 0.05% of Formidable Asset Management's portfolio in Q2 2026, its #325 holding.
Formidable Asset Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2019 and has held it in 12 quarters since.
Formidable Asset Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.01M in Q1 2024.
258 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.