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 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

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

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

Forza Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 13% in Q2 2026, selling an estimated $770K and leaving 56,233 shares worth $5.15M. The position accounts for 1.58% of the portfolio, ranked #14.

Forza Wealth Management first reported a position in BIL in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.54M in Q4 2024. 254 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Forza Wealth Management held 56,233 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $5.15M as of Q2 2026.
Forza Wealth Management sold 8,410 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $770K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.58% of Forza Wealth Management's portfolio in Q2 2026, its #14 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 9 quarters since.
Forza Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $8.54M in Q4 2024.
254 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

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