Holistic Planning’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Holistic Planning’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	$351K	Hold	3,826	–	–	0.05%	254
2026 Q1	$351K	Buy	+3,826	New	+$350K	0.07%	222

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

Holistic Planning's BIL Position: Q2 2026 in Review

Holistic Planning held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q2 2026 at 3,826 shares worth $351K. The position accounts for 0.05% of the portfolio, ranked #254.

Holistic Planning first reported a position in BIL in Q1 2026 and has held it in 2 quarters since. 1,292 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Holistic Planning held 3,826 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $351K as of Q2 2026.
Holistic Planning left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.05% of Holistic Planning's portfolio in Q2 2026, its #254 holding.
Holistic Planning first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2026 and has held it in 2 quarters since.
1,292 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.