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

Iams Wealth Management’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 Q3	$6.45M	Sell	70,392 -6,580	-9%	-$602K	1.89%	12
2026 Q2	$7.05M	Sell	76,972 -15,527	-17%	-$1.42M	2.12%	7
2026 Q1	$8.48M	Buy	92,499 +15,833	+21%	+$1.45M	2.95%	3
2025 Q4	$7.01M	Sell	76,666 -12,627	-14%	-$1.16M	2.53%	3
2025 Q3	$8.19M	Buy	89,293 +13,524	+18%	+$1.24M	3.29%	3
2025 Q2	$6.95M	Sell	75,769 -1,592	-2%	-$146K	3.19%	4
2025 Q1	$7.1M	Sell	77,361 -9,480	-11%	-$868K	3.25%	3
2024 Q4	$7.94M	Sell	86,841 -24,367	-22%	-$2.23M	3.63%	3
2024 Q3	$10.2M	Sell	111,208 -4,603	-4%	-$422K	5.01%	2
2024 Q2	$10.6M	Buy	115,811 +30,491	+36%	+$2.79M	5.82%	1
2024 Q1	$7.83M	Buy	85,320 +14,739	+21%	+$1.35M	4.78%	3
2023 Q4	$6.45M	Sell	70,581 -25,719	-27%	-$2.36M	4.17%	3
2023 Q3	$8.84M	Buy	+96,300	New	+$8.82M	6.12%	1
2023 Q2	–	Sell	-86,821	Closed	-$7.95M	–	136
2023 Q1	$7.97M	Buy	86,821 +3,953	+5%	+$362K	6.63%	2
2022 Q4	$7.58M	Buy	+82,868	New	+$7.58M	7.71%	2

Other funds holding BIL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Iams Wealth Management's BIL Position: Q3 2026 in Review

Iams Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 8.5% in Q3 2026, selling an estimated $602K and leaving 70,392 shares worth $6.45M. The position accounts for 1.89% of the portfolio, ranked #12.

Iams Wealth Management first reported a position in BIL in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.6M in Q2 2024. 579 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Iams Wealth Management held 70,392 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.45M as of Q3 2026.
Iams Wealth Management sold 6,580 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $602K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.89% of Iams Wealth Management's portfolio in Q3 2026, its #12 holding.
Iams Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 15 quarters since.
Iams Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $10.6M in Q2 2024.
579 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.