BFC Planning, Inc.’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.03M Sell
33,057
-790,333
-96% -$72.3M 0.12% 175
2026
Q1
$75.5M Buy
823,390
+816,545
+11,929% +$74.7M 3.37% 3
2025
Q4
$625K Buy
6,845
+4,160
+155% +$381K 0.03% 490
2025
Q3
$246K Buy
2,685
+453
+20% +$41.5K 0.02% 602
2025
Q2
$205K Buy
2,232
+261
+13% +$23.9K 0.02% 630
2025
Q1
$181K Buy
1,971
+1,759
+830% +$161K 0.02% 649
2024
Q4
$19.4K Buy
+212
New +$19.4K ﹤0.01% 1471

Other funds holding BIL

BFC Planning, Inc.'s BIL Position: Q2 2026 in Review

BFC Planning, Inc. reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 96% in Q2 2026, selling an estimated $72.3M and leaving 33,057 shares worth $3.03M. The position accounts for 0.12% of the portfolio, ranked #175.

BFC Planning, Inc. first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $75.5M in Q1 2026. 1,303 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • BFC Planning, Inc. held 33,057 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.03M as of Q2 2026.
  • BFC Planning, Inc. sold 790,333 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $72.3M.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.12% of BFC Planning, Inc.'s portfolio in Q2 2026, its #175 holding.
  • BFC Planning, Inc. 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.
  • BFC Planning, Inc.'s State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $75.5M in Q1 2026.
  • 1,303 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.