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 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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

JGP Wealth Management's BIL Position: Q2 2026 in Review

JGP Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 90% in Q2 2026, selling an estimated $2.17M and leaving 2,635 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #211.

JGP Wealth Management first reported a position in BIL in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.58M in Q3 2025. 466 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

JGP Wealth Management held 2,635 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $241K as of Q2 2026.
JGP Wealth Management sold 23,722 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.17M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.02% of JGP Wealth Management's portfolio in Q2 2026, its #211 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 4 quarters since.
JGP Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $6.58M in Q3 2025.
466 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.