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Kohmann Bosshard Financial Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Kohmann Bosshard Financial Services’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 		$9.91M Sell
108,193
-41,971
-28% -$3.84M 0.84% 22
2026
Q1 		$13.8M Sell
150,164
-37,775
-20% -$3.46M 1.34% 18
2025
Q4 		$17.2M Buy
187,939
+33,621
+22% +$3.08M 1.54% 17
2025
Q3 		$14.2M Sell
154,318
-14,524
-9% -$1.33M 1.45% 18
2025
Q2 		$15.5M Buy
168,842
+1,360
+0.8% +$125K 1.73% 18
2025
Q1 		$16.9M Buy
167,482
+52,930
+46% +$4.85M 1.99% 16
2024
Q4 		$10.5M Buy
114,552
+33,102
+41% +$3.03M 1.26% 18
2024
Q3 		$7.48M Buy
81,450
+7,714
+10% +$707K 0.93% 25
2024
Q2 		$6.77M Buy
73,736
+20,147
+38% +$1.85M 0.91% 26
2024
Q1 		$4.92M Buy
53,589
+12,986
+32% +$1.19M 0.68% 32
2023
Q4 		$3.71M Buy
40,603
+19,671
+94% +$1.8M 0.57% 35
2023
Q3 		$1.92M Buy
20,932
+4,252
+25% +$390K 0.33% 44
2023
Q2 		$1.53M Buy
16,680
+2,365
+17% +$217K 0.26% 58
2023
Q1 		$1.38M Buy
14,315
+6,465
+82% +$592K 0.26% 58
2022
Q4 		$718K Buy
+7,850
New +$718K 0.14% 74

Other funds holding BIL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 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
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Kohmann Bosshard Financial Services's BIL Position: Q2 2026 in Review

Kohmann Bosshard Financial Services reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 28% in Q2 2026, selling an estimated $3.84M and leaving 108,193 shares worth $9.91M. The position accounts for 0.84% of the portfolio, ranked #22.

Kohmann Bosshard Financial Services first reported a position in BIL in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.2M in Q4 2025. 228 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Kohmann Bosshard Financial Services held 108,193 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $9.91M as of Q2 2026.
  • Kohmann Bosshard Financial Services sold 41,971 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $3.84M.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.84% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #22 holding.
  • Kohmann Bosshard Financial Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 15 quarters since.
  • Kohmann Bosshard Financial Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $17.2M in Q4 2025.
  • 228 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.