Journey Retirement Planning & Investment Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Journey Retirement Planning & Investment 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	$3.81M	Buy	41,559 +2,088	+5%	+$191K	2.97%	6
2026 Q1	$3.62M	Sell	39,471 -94,293	-70%	-$8.63M	3.19%	3
2025 Q4	$12.2M	Buy	+133,764	New	+$12.2M	2.51%	7

Other funds holding BIL

3AM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

MMA

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IPW

Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Journey Retirement Planning & Investment Management's BIL Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 5.3% in Q2 2026, buying an estimated $191K and bringing the position to 41,559 shares worth $3.81M. The position accounts for 2.97% of the portfolio, ranked #6.

Journey Retirement Planning & Investment Management first reported a position in BIL in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.2M in Q4 2025. 705 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Journey Retirement Planning & Investment Management held 41,559 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.81M as of Q2 2026.
Journey Retirement Planning & Investment Management bought 2,088 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $191K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.97% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #6 holding.
Journey Retirement Planning & Investment Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2025 and has held it in 3 quarters since.
Journey Retirement Planning & Investment Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $12.2M in Q4 2025.
705 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.