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

FSM Wealth Advisors’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	$2.74M	Sell	29,895 -1,827	-6%	-$167K	0.29%	49
2026 Q1	$2.91M	Sell	31,722 -4,615	-13%	-$422K	0.37%	41
2025 Q4	$3.32M	Sell	36,337 -11,630	-24%	-$1.06M	0.45%	39
2025 Q3	$4.4M	Buy	47,967 +1,823	+4%	+$167K	0.62%	34
2025 Q2	$4.22M	Buy	+46,144	New	+$4.23M	0.69%	32

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

FSM Wealth Advisors's BIL Position: Q2 2026 in Review

FSM Wealth Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 5.8% in Q2 2026, selling an estimated $167K and leaving 29,895 shares worth $2.74M. The position accounts for 0.29% of the portfolio, ranked #49.

FSM Wealth Advisors first reported a position in BIL in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.4M in Q3 2025. 266 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

FSM Wealth Advisors held 29,895 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.74M as of Q2 2026.
FSM Wealth Advisors sold 1,827 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $167K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.29% of FSM Wealth Advisors's portfolio in Q2 2026, its #49 holding.
FSM Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2025 and has held it in 5 quarters since.
FSM Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $4.4M in Q3 2025.
266 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.