Heritage Oak Wealth Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
Bought
Maintained
Sold
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Heritage Oak Wealth Advisors's BIL Position: Q2 2026 in Review
Heritage Oak Wealth Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 63% in Q2 2026, buying an estimated $17.9M and bringing the position to 507,570 shares worth $46.5M. The position accounts for 13.69% of the portfolio, ranked #2.
Heritage Oak Wealth Advisors first reported a position in BIL in Q2 2024 and has held it in 8 quarters since. 1,294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.
- Heritage Oak Wealth Advisors held 507,570 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $46.5M as of Q2 2026.
- Heritage Oak Wealth Advisors bought 195,713 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $17.9M.
- State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 13.69% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #2 holding.
- Heritage Oak Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and has held it in 8 quarters since.
- 1,294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.
Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.