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

Fourth Dimension Wealth’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	$1.21M	Buy	13,228 +685	+5%	+$62.7K	0.38%	54
2026 Q1	$1.15M	Sell	12,543 -2,810	-18%	-$257K	0.44%	47
2025 Q4	$1.4M	Buy	15,353 +290	+2%	+$26.5K	0.51%	44
2025 Q3	$1.38M	Sell	15,063 -545	-3%	-$49.9K	0.53%	42
2025 Q2	$1.43M	Buy	15,608 +7,656	+96%	+$701K	0.6%	41
2025 Q1	$729K	Buy	7,952 +2,758	+53%	+$253K	0.35%	52
2024 Q4	$475K	Buy	+5,194	New	+$476K	0.25%	69

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

Fourth Dimension Wealth's BIL Position: Q2 2026 in Review

Fourth Dimension Wealth increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 5.5% in Q2 2026, buying an estimated $62.7K and bringing the position to 13,228 shares worth $1.21M. The position accounts for 0.38% of the portfolio, ranked #54.

Fourth Dimension Wealth first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.43M in Q2 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Fourth Dimension Wealth held 13,228 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.21M as of Q2 2026.
Fourth Dimension Wealth bought 685 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $62.7K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.38% of Fourth Dimension Wealth's portfolio in Q2 2026, its #54 holding.
Fourth Dimension Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.43M in Q2 2025.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.