Guardian Wealth Advisors (North Carolina)’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$1.35M	Buy	14,728 +1,200	+9%	+$110K	0.08%	137
2026 Q1	$1.24M	Hold	13,528	–	–	0.08%	130
2025 Q4	$1.24M	Hold	13,528	–	–	0.08%	133
2025 Q3	$1.24M	Hold	13,528	–	–	0.08%	127
2025 Q2	$1.24M	Hold	13,528	–	–	0.09%	119
2025 Q1	$1.24M	Sell	13,528 -116	-0.9%	-$10.6K	0.1%	113
2024 Q4	$1.25M	Buy	13,644 +116	+0.9%	+$10.6K	0.1%	115
2024 Q3	$1.24M	Hold	13,528	–	–	0.13%	87
2024 Q2	$1.24M	Hold	13,528	–	–	0.15%	86
2024 Q1	$1.24M	Buy	13,528 +12,055	+818%	+$1.1M	0.15%	86
2023 Q4	$135K	Buy	+1,473	New	+$135K	0.02%	256
2023 Q3	–	Sell	-42	Closed	-$3.86K	–	424
2023 Q2	$3.86K	Hold	42	–	–	﹤0.01%	372
2023 Q1	$3.86K	Buy	+42	New	+$3.85K	﹤0.01%	367

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

Guardian Wealth Advisors (North Carolina)'s BIL Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 8.9% in Q2 2026, buying an estimated $110K and bringing the position to 14,728 shares worth $1.35M. The position accounts for 0.08% of the portfolio, ranked #137.

Guardian Wealth Advisors (North Carolina) first reported a position in BIL in Q1 2023 and has held it in 13 quarters since. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 14,728 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.35M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 1,200 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $110K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.08% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #137 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 13 quarters since.
1,290 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.