Intrepid Financial Planning Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Intrepid Financial Planning Group’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	$3.48M	Sell	37,945 -864	-2%	-$79.1K	1.18%	22
2026 Q1	$3.56M	Sell	38,809 -5,233	-12%	-$479K	1.44%	16
2025 Q4	$4.02M	Sell	44,042 -776	-2%	-$71K	1.53%	16
2025 Q3	$4.11M	Sell	44,818 -3,035	-6%	-$278K	1.57%	17
2025 Q2	$4.39M	Sell	47,853 -1,359	-3%	-$124K	1.84%	14
2025 Q1	$4.51M	Sell	49,212 -959	-2%	-$87.8K	2.09%	12
2024 Q4	$4.59M	Sell	50,171 -3,507	-7%	-$321K	1.94%	12
2024 Q3	$4.93M	Sell	53,678 -2,198	-4%	-$201K	2.11%	10
2024 Q2	$5.13M	Sell	55,876 -1,452	-3%	-$133K	2.2%	10
2024 Q1	$5.26M	Sell	57,328 -1,822	-3%	-$167K	2.27%	9
2023 Q4	$5.41M	Sell	59,150 -336	-0.6%	-$30.8K	2.59%	9
2023 Q3	$5.46M	Sell	59,486 -663	-1%	-$60.8K	2.83%	9
2023 Q2	$5.52M	Sell	60,149 -285	-0.5%	-$26.1K	2.65%	8
2023 Q1	$5.55M	Buy	+60,434	New	+$5.54M	2.8%	8

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

Intrepid Financial Planning Group's BIL Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 2.2% in Q2 2026, selling an estimated $79.1K and leaving 37,945 shares worth $3.48M. The position accounts for 1.18% of the portfolio, ranked #22.

Intrepid Financial Planning Group first reported a position in BIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.55M in Q1 2023. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Intrepid Financial Planning Group held 37,945 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.48M as of Q2 2026.
Intrepid Financial Planning Group sold 864 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $79.1K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.18% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #22 holding.
Intrepid Financial Planning Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
Intrepid Financial Planning Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $5.55M in Q1 2023.
1,289 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.