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

HB Wealth 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	$512K	Sell	5,586 -7,903	-59%	-$723K	﹤0.01%	1094
2026 Q1	$1.24M	Buy	13,489 +8,063	+149%	+$738K	0.01%	591
2025 Q4	$496K	Buy	5,426 +2,090	+63%	+$191K	﹤0.01%	906
2025 Q3	$306K	Buy	3,336 +453	+16%	+$41.5K	﹤0.01%	1064
2025 Q2	$265K	Buy	2,883 +492	+21%	+$45.1K	﹤0.01%	988
2025 Q1	$219K	Buy	+2,391	New	+$219K	﹤0.01%	1109
2024 Q1	–	Sell	-3,888	Closed	-$355K	–	851
2023 Q4	$355K	Buy	+3,888	New	+$356K	0.01%	549
2023 Q2	–	Sell	-2,373	Closed	-$218K	–	735
2023 Q1	$218K	Buy	+2,373	New	+$217K	﹤0.01%	651

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

HB Wealth Management's BIL Position: Q2 2026 in Review

HB Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 59% in Q2 2026, selling an estimated $723K and leaving 5,586 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

HB Wealth Management first reported a position in BIL in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.24M in Q1 2026. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

HB Wealth Management held 5,586 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $512K as of Q2 2026.
HB Wealth Management sold 7,903 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $723K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1094 holding.
HB Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 8 quarters since.
HB Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.24M in Q1 2026.
1,289 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.