HIW
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Holos Integrated Wealth’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Holos Integrated Wealth’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 		$613K Sell
6,707
-3,308
-33% -$303K 0.29% 47
2026
Q1 		$916K Buy
+10,015
New +$917K 0.46% 36

Other funds holding BIL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MW
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Holos Integrated Wealth's BIL Position: Q2 2026 in Review

Holos Integrated Wealth reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 33% in Q2 2026, selling an estimated $303K and leaving 6,707 shares worth $613K. The position accounts for 0.29% of the portfolio, ranked #47.

Holos Integrated Wealth first reported a position in BIL in Q1 2026 and has held it in 2 quarters since. The position peaked at $916K in Q1 2026. 425 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Holos Integrated Wealth held 6,707 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $613K as of Q2 2026.
  • Holos Integrated Wealth sold 3,308 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $303K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.29% of Holos Integrated Wealth's portfolio in Q2 2026, its #47 holding.
  • Holos Integrated Wealth 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.
  • Holos Integrated Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $916K in Q1 2026.
  • 425 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.