Institute for Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Institute for 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	$101K	Buy	+1,100	New	+$101K	0.01%	681
2024 Q1	–	Sell	-3,812	Closed	-$348K	–	512
2023 Q4	$348K	Buy	3,812 +27	+0.7%	+$2.47K	0.06%	341
2023 Q3	$348K	Buy	3,785 +1,132	+43%	+$104K	0.06%	317
2023 Q2	$244K	Buy	+2,653	New	+$243K	0.04%	409
2020 Q1	–	Sell	-65	Closed	-$6K	–	414
2019 Q4	$6K	Buy	+65	New	+$5.95K	﹤0.01%	623

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

Institute for Wealth Management's BIL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026: 1,100 shares worth $101K. The stake represents 0.01% of the portfolio and ranks #681 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in BIL as recently as Q4 2023.

Institute for Wealth Management first reported a position in BIL in Q4 2019 and has held it in 5 quarters since. The position peaked at $348K in Q4 2023. 1,295 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Institute for Wealth Management held 1,100 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $101K as of Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Institute for Wealth Management position in Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #681 holding.
Institute for Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and has held it in 5 quarters since.
Institute for Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $348K in Q4 2023.
1,295 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.