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

JGP 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 Q3	$1.36M	Buy	14,800 +12,165	+462%	+$1.11M	0.12%	94
2026 Q2	$241K	Sell	2,635 -23,722	-90%	-$2.17M	0.02%	211
2026 Q1	$2.42M	Sell	26,357 -25,821	-49%	-$2.36M	0.25%	64
2025 Q4	$4.77M	Sell	52,178 -19,811	-28%	-$1.81M	0.5%	47
2025 Q3	$6.58M	Buy	+71,989	New	+$6.6M	0.73%	40

Other funds holding BIL

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

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

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

JGP Wealth Management's BIL Position: Q3 2026 in Review

JGP Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 462% in Q3 2026, buying an estimated $1.11M and bringing the position to 14,800 shares worth $1.36M. The position accounts for 0.12% of the portfolio, ranked #94.

JGP Wealth Management first reported a position in BIL in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.58M in Q3 2025. 579 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

JGP Wealth Management held 14,800 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.36M as of Q3 2026.
JGP Wealth Management bought 12,165 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $1.11M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.12% of JGP Wealth Management's portfolio in Q3 2026, its #94 holding.
JGP Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2025 and has held it in 5 quarters since.
JGP Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $6.58M in Q3 2025.
579 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.