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

Independent Wealth Network’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	$2.01M	Sell	21,936 -964	-4%	-$88.2K	0.51%	40
2026 Q2	$2.1M	Sell	22,900 -171	-0.7%	-$15.6K	0.53%	37
2026 Q1	$2.11M	Sell	23,071 -2,307	-9%	-$211K	0.63%	37
2025 Q4	$2.32M	Sell	25,378 -332	-1%	-$30.4K	0.71%	30
2025 Q3	$2.36M	Buy	25,710 +1,966	+8%	+$180K	0.76%	31
2025 Q2	$2.18M	Buy	23,744 +232	+1%	+$21.2K	0.79%	32
2025 Q1	$2.16M	Sell	23,512 -14,193	-38%	-$1.3M	0.86%	29
2024 Q4	$3.45M	Buy	37,705 +15,039	+66%	+$1.38M	1.4%	16
2024 Q3	$2.08M	Sell	22,666 -334	-1%	-$30.6K	0.92%	28
2024 Q2	$2.11M	Buy	23,000 +3,703	+19%	+$339K	0.98%	24
2024 Q1	$1.77M	Buy	19,297 +2,885	+18%	+$264K	0.83%	31
2023 Q4	$1.5M	Buy	16,412 +375	+2%	+$34.3K	0.79%	29
2023 Q3	$1.47M	Buy	16,037 +4,941	+45%	+$453K	0.91%	24
2023 Q2	$1.02M	Sell	11,096 -16,479	-60%	-$1.51M	0.61%	40
2023 Q1	$2.53M	Buy	27,575 +340	+1%	+$31.1K	1.62%	14
2022 Q4	$2.49M	Buy	27,235 +6,605	+32%	+$604K	1.7%	14
2022 Q3	$1.89M	Buy	20,630 +454	+2%	+$41.5K	1.48%	14
2022 Q2	$1.85M	Buy	20,176 +2,557	+15%	+$234K	1.33%	15
2022 Q1	$1.61M	Buy	+17,619	New	+$1.61M	1.02%	21

Other funds holding BIL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

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

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

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

Independent Wealth Network's BIL Position: Q3 2026 in Review

Independent Wealth Network reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4.2% in Q3 2026, selling an estimated $88.2K and leaving 21,936 shares worth $2.01M. The position accounts for 0.51% of the portfolio, ranked #40.

Independent Wealth Network first reported a position in BIL in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.45M in Q4 2024. 906 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Independent Wealth Network held 21,936 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.01M as of Q3 2026.
Independent Wealth Network sold 964 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $88.2K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.51% of Independent Wealth Network's portfolio in Q3 2026, its #40 holding.
Independent Wealth Network first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2022 and has held it in 19 quarters since.
Independent Wealth Network's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.45M in Q4 2024.
906 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.