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

Forza 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 Q3	$4.4M	Sell	48,032 -8,201	-15%	-$751K	1.27%	22
2026 Q2	$5.15M	Sell	56,233 -8,410	-13%	-$770K	1.58%	14
2026 Q1	$5.92M	Sell	64,643 -1,135	-2%	-$104K	2.06%	8
2025 Q4	$6.01M	Buy	65,778 +735	+1%	+$67.3K	2.17%	7
2025 Q3	$5.97M	Buy	65,043 +160	+0.2%	+$14.7K	2.29%	6
2025 Q2	$5.95M	Sell	64,883 -1,290	-2%	-$118K	2.44%	5
2025 Q1	$6.07M	Sell	66,173 -27,251	-29%	-$2.5M	2.73%	5
2024 Q4	$8.54M	Buy	93,424 +62,983	+207%	+$5.77M	3.89%	2
2024 Q3	$2.79M	Buy	30,441 +21,875	+255%	+$2M	1.28%	23
2024 Q2	$786K	Buy	+8,566	New	+$785K	0.41%	67

Other funds holding BIL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Scheeler Financial LLC West Chester, Ohio $132M AUM

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

Forza Wealth Management's BIL Position: Q3 2026 in Review

Forza Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 15% in Q3 2026, selling an estimated $751K and leaving 48,032 shares worth $4.4M. The position accounts for 1.27% of the portfolio, ranked #22.

Forza Wealth Management first reported a position in BIL in Q2 2024 and has held it in 10 quarters since. The position peaked at $8.54M in Q4 2024. 339 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Forza Wealth Management held 48,032 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $4.4M as of Q3 2026.
Forza Wealth Management sold 8,201 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $751K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.27% of Forza Wealth Management's portfolio in Q3 2026, its #22 holding.
Forza Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and has held it in 10 quarters since.
Forza Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $8.54M in Q4 2024.
339 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.