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

FWL Investment 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	$26M	Buy	283,610 +12,663	+5%	+$1.16M	4.77%	4
2026 Q1	$24.8M	Buy	270,947 +109,835	+68%	+$10.1M	5.45%	3
2025 Q4	$14.7M	Buy	161,112 +29,327	+22%	+$2.68M	3.54%	9
2025 Q3	$12.1M	Sell	131,785 -14,798	-10%	-$1.36M	3.15%	12
2025 Q2	$13.4M	Buy	146,583 +74,233	+103%	+$6.8M	4.11%	4
2025 Q1	$6.64M	Buy	72,350 +16,064	+29%	+$1.47M	2.47%	16
2024 Q4	$5.15M	Buy	56,286 +22,882	+69%	+$2.1M	1.87%	20
2024 Q3	$3.07M	Buy	33,404 +7,858	+31%	+$720K	1.17%	28
2024 Q2	$2.34M	Buy	25,546 +9,033	+55%	+$828K	1.18%	27
2024 Q1	$1.52M	Buy	16,513 +5,602	+51%	+$513K	0.84%	30
2023 Q4	$997K	Buy	10,911 +3,138	+40%	+$287K	0.58%	31
2023 Q3	$714K	Buy	7,773 +1,040	+15%	+$95.3K	0.48%	30
2023 Q2	$618K	Sell	6,733 -1,471	-18%	-$135K	0.42%	34
2023 Q1	$753K	Buy	8,204 +1,002	+14%	+$91.8K	0.56%	30
2022 Q4	$659K	Sell	7,202 -33,506	-82%	-$3.07M	0.5%	29
2022 Q3	$3.73M	Buy	+40,708	New	+$3.72M	3.3%	17

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

FWL Investment Management's BIL Position: Q2 2026 in Review

FWL Investment Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4.7% in Q2 2026, buying an estimated $1.16M and bringing the position to 283,610 shares worth $26M. The position accounts for 4.77% of the portfolio, ranked #4.

FWL Investment Management first reported a position in BIL in Q3 2022 and has held it in 16 quarters since. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

FWL Investment Management held 283,610 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $26M as of Q2 2026.
FWL Investment Management bought 12,663 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.16M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 4.77% of FWL Investment Management's portfolio in Q2 2026, its #4 holding.
FWL Investment Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2022 and has held it in 16 quarters since.
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 FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.