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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$566K Buy
6,180
+3,968
+179% +$363K 0.08% 179
2026
Q1
$203K Buy
+2,212
New +$202K 0.03% 343

Other funds holding BIL

Laurel Oak Wealth Management's BIL Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 179% in Q2 2026, buying an estimated $363K and bringing the position to 6,180 shares worth $566K. The position accounts for 0.08% of the portfolio, ranked #179.

Laurel Oak Wealth Management first reported a position in BIL in Q1 2026 and has held it in 2 quarters since. 1,300 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Laurel Oak Wealth Management held 6,180 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $566K as of Q2 2026.
  • Laurel Oak Wealth Management bought 3,968 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $363K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.08% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #179 holding.
  • Laurel Oak Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,300 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.