Graves Light Lenhart Wealth’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Graves Light Lenhart 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	$7.13M	Sell	77,762 -1,831	-2%	-$168K	0.67%	34
2026 Q1	$7.29M	Sell	79,593 -6,303	-7%	-$577K	0.76%	31
2025 Q4	$7.85M	Sell	85,896 -11,961	-12%	-$1.1M	0.83%	30
2025 Q3	$8.98M	Sell	97,857 -3,793	-4%	-$347K	1%	28
2025 Q2	$9.32M	Sell	101,650 -19,805	-16%	-$1.81M	1.11%	25
2025 Q1	$11.1M	Buy	121,455 +44,972	+59%	+$4.12M	1.37%	19
2024 Q4	$6.99M	Sell	76,483 -3,495	-4%	-$320K	0.87%	28
2024 Q3	$7.34M	Buy	79,978 +11,318	+16%	+$1.04M	0.9%	29
2024 Q2	$6.28M	Sell	68,660 -462	-0.7%	-$42.3K	0.72%	35
2024 Q1	$6.35M	Sell	69,122 -12,534	-15%	-$1.15M	0.74%	34
2023 Q4	$7.46M	Buy	81,656 +8,341	+11%	+$764K	0.93%	26
2023 Q3	$6.71M	Buy	73,315 +28,363	+63%	+$2.6M	0.91%	26
2023 Q2	$4.13M	Buy	+44,952	New	+$4.12M	0.56%	45

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

Graves Light Lenhart Wealth's BIL Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 2.3% in Q2 2026, selling an estimated $168K and leaving 77,762 shares worth $7.13M. The position accounts for 0.67% of the portfolio, ranked #34.

Graves Light Lenhart Wealth first reported a position in BIL in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.1M in Q1 2025. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Graves Light Lenhart Wealth held 77,762 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $7.13M as of Q2 2026.
Graves Light Lenhart Wealth sold 1,831 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $168K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.67% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #34 holding.
Graves Light Lenhart Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 13 quarters since.
Graves Light Lenhart Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $11.1M in Q1 2025.
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 Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.