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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Iams Wealth Management's BIL Position: Q2 2026 in Review

Iams Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 17% in Q2 2026, selling an estimated $1.42M and leaving 76,972 shares worth $7.05M. The position accounts for 2.12% of the portfolio, ranked #7.

Iams Wealth Management first reported a position in BIL in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.6M in Q2 2024. 258 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Iams Wealth Management held 76,972 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $7.05M as of Q2 2026.
Iams Wealth Management sold 15,527 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.42M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.12% of Iams Wealth Management's portfolio in Q2 2026, its #7 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 14 quarters since.
Iams Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $10.6M in Q2 2024.
258 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.