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

Impact Partnership 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	$155M	Buy	1,688,043 +1,501,159	+803%	+$137M	15.04%	1
2026 Q1	$17.1M	Sell	186,884 -976,912	-84%	-$89.4M	2.12%	11
2025 Q4	$106M	Buy	1,163,796 +100,874	+9%	+$9.23M	13.64%	1
2025 Q3	$97.5M	Buy	1,062,922 +639,480	+151%	+$58.6M	14.5%	1
2025 Q2	$38.8M	Sell	423,442 -222,755	-34%	-$20.4M	7.16%	3
2025 Q1	$59.3M	Sell	646,197 -292,408	-31%	-$26.8M	12.66%	1
2024 Q4	$85.8M	Buy	938,605 +157,993	+20%	+$14.5M	17.32%	1
2024 Q3	$71.7M	Sell	780,612 -284,930	-27%	-$26.1M	16.17%	1
2024 Q2	$97.8M	Buy	1,065,542 +603,258	+130%	+$55.3M	25.69%	1
2024 Q1	$42.4M	Sell	462,284 -97,788	-17%	-$8.96M	16.82%	1
2023 Q4	$51.2M	Sell	560,072 -340,467	-38%	-$31.2M	18.71%	1
2023 Q3	$82.7M	Buy	900,539 +500,384	+125%	+$45.9M	25.73%	1
2023 Q2	$36.7M	Buy	+400,155	New	+$36.7M	12.77%	3

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

Impact Partnership Wealth's BIL Position: Q2 2026 in Review

Impact Partnership Wealth increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 803% in Q2 2026, buying an estimated $137M and bringing the position to 1,688,043 shares worth $155M. The position accounts for 15.04% of the portfolio, ranked #1.

Impact Partnership Wealth first reported a position in BIL in Q2 2023 and has held it in 13 quarters since. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Impact Partnership Wealth held 1,688,043 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $155M as of Q2 2026.
Impact Partnership Wealth bought 1,501,159 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $137M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 15.04% of Impact Partnership Wealth's portfolio in Q2 2026, its #1 holding.
Impact Partnership Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 13 quarters since.
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 Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.