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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
Q2 		$2.1M Sell
22,900
-171
-0.7% -$15.7K 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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MW
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Independent Wealth Network's BIL Position: Q2 2026 in Review

Independent Wealth Network reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.74% in Q2 2026, selling an estimated $15.7K and leaving 22,900 shares worth $2.1M. The position accounts for 0.53% of the portfolio, ranked #37.

Independent Wealth Network first reported a position in BIL in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.45M in Q4 2024. 283 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Independent Wealth Network held 22,900 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.1M as of Q2 2026.
  • Independent Wealth Network sold 171 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $15.7K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.53% of Independent Wealth Network's portfolio in Q2 2026, its #37 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 18 quarters since.
  • Independent Wealth Network's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.45M in Q4 2024.
  • 283 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.