Godfrey Financial Associates’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Godfrey Financial Associates’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	$68.7K	Buy	750 +600	+400%	+$54.9K	0.05%	207
2026 Q1	$13.7K	Hold	150	–	–	0.01%	390
2025 Q4	$13.7K	Buy	+150	New	+$13.7K	0.01%	374

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

Godfrey Financial Associates's BIL Position: Q2 2026 in Review

Godfrey Financial Associates increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 400% in Q2 2026, buying an estimated $54.9K and bringing the position to 750 shares worth $68.7K. The position accounts for 0.05% of the portfolio, ranked #207.

Godfrey Financial Associates first reported a position in BIL in Q4 2025 and has held it in 3 quarters since. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Godfrey Financial Associates held 750 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $68.7K as of Q2 2026.
Godfrey Financial Associates bought 600 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $54.9K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.05% of Godfrey Financial Associates's portfolio in Q2 2026, its #207 holding.
Godfrey Financial Associates first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2025 and has held it in 3 quarters since.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.