Heritage Wealth Management (Ohio)’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Heritage Wealth Management (Ohio)’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	$283K	Sell	3,087 -2,048	-40%	-$187K	0.07%	231
2026 Q1	$471K	Hold	5,135	–	–	0.23%	100
2025 Q4	$469K	Sell	5,135 -30	-0.6%	-$2.75K	0.13%	160
2025 Q3	$474K	Sell	5,165 -200	-4%	-$18.3K	0.14%	147
2025 Q2	$492K	Buy	5,365 +490	+10%	+$44.9K	0.16%	139
2025 Q1	$447K	Buy	+4,875	New	+$446K	0.15%	147

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

Heritage Wealth Management (Ohio)'s BIL Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 40% in Q2 2026, selling an estimated $187K and leaving 3,087 shares worth $283K. The position accounts for 0.07% of the portfolio, ranked #231.

Heritage Wealth Management (Ohio) first reported a position in BIL in Q1 2025 and has held it in 6 quarters since. The position peaked at $492K in Q2 2025. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Heritage Wealth Management (Ohio) held 3,087 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $283K as of Q2 2026.
Heritage Wealth Management (Ohio) sold 2,048 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $187K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.07% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #231 holding.
Heritage Wealth Management (Ohio) first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2025 and has held it in 6 quarters since.
Heritage Wealth Management (Ohio)'s State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $492K in Q2 2025.
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 Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.