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

HCR Wealth Advisors’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	$248K	Sell	2,700 -700	-21%	-$64.1K	0.02%	227
2026 Q1	$312K	Sell	3,400 -187	-5%	-$17.1K	0.03%	196
2025 Q4	$328K	Sell	3,587 -668	-16%	-$61.2K	0.03%	189
2025 Q3	$389K	Sell	4,255 -50	-1%	-$4.58K	0.04%	169
2025 Q2	$395K	Sell	4,305 -500	-10%	-$45.8K	0.05%	163
2025 Q1	$441K	Sell	4,805 -2,150	-31%	-$197K	0.06%	151
2024 Q4	$636K	Sell	6,955 -1,355	-16%	-$124K	0.08%	119
2024 Q3	$763K	Sell	8,310 -1,130	-12%	-$104K	0.1%	113
2024 Q2	$866K	Sell	9,440 -2,370	-20%	-$217K	0.12%	104
2024 Q1	$1.08M	Sell	11,810 -4,120	-26%	-$377K	0.16%	87
2023 Q4	$1.46M	Buy	15,930 +4,435	+39%	+$406K	0.23%	70
2023 Q3	$1.06M	Buy	+11,495	New	+$1.05M	0.23%	75

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HCR Wealth Advisors's BIL Position: Q2 2026 in Review

HCR Wealth Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 21% in Q2 2026, selling an estimated $64.1K and leaving 2,700 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #227.

HCR Wealth Advisors first reported a position in BIL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.46M in Q4 2023. 294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

HCR Wealth Advisors held 2,700 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $248K as of Q2 2026.
HCR Wealth Advisors sold 700 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $64.1K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.02% of HCR Wealth Advisors's portfolio in Q2 2026, its #227 holding.
HCR Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023 and has held it in 12 quarters since.
HCR Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.46M in Q4 2023.
294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.