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
2023 Q3	–	Sell	-66,208	Closed	-$6.08M	–	122
2023 Q2	$6.08M	Buy	+66,208	New	+$6.07M	2.22%	9

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

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. 1,293 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.
1,293 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.