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Leading Edge Financial Planning’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Leading Edge Financial Planning’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 		$1.44M Sell
15,703
-2,654
-14% -$243K 0.26% 26
2026
Q1 		$1.68M Buy
18,357
+6,313
+52% +$578K 0.35% 21
2025
Q4 		$1.1M Sell
12,044
-13,835
-53% -$1.27M 0.25% 25
2025
Q3 		$2.37M Sell
25,879
-20,224
-44% -$1.85M 0.6% 16
2025
Q2 		$4.23M Sell
46,103
-1,620
-3% -$148K 1.18% 16
2025
Q1 		$4.38M Buy
47,723
+2,854
+6% +$261K 1.37% 16
2024
Q4 		$4.1M Sell
44,869
-55,695
-55% -$5.1M 1.35% 15
2024
Q3 		$9.23M Buy
100,564
+678
+0.7% +$62.1K 3.09% 10
2024
Q2 		$9.17M Buy
99,886
+30,158
+43% +$2.76M 3.68% 9
2024
Q1 		$6.4M Buy
69,728
+6,871
+11% +$629K 2.84% 11
2023
Q4 		$5.74M Buy
62,857
+46,739
+290% +$4.28M 2.98% 11
2023
Q3 		$1.48M Buy
16,118
+3,275
+26% +$300K 0.95% 17
2023
Q2 		$1.18M Buy
12,843
+1,057
+9% +$96.8K 0.77% 19
2023
Q1 		$1.08M Buy
11,786
+8,144
+224% +$746K 0.78% 21
2022
Q4 		$333K Buy
+3,642
New +$333K 0.29% 48

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Leading Edge Financial Planning's BIL Position: Q2 2026 in Review

Leading Edge Financial Planning reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 14% in Q2 2026, selling an estimated $243K and leaving 15,703 shares worth $1.44M. The position accounts for 0.26% of the portfolio, ranked #26.

Leading Edge Financial Planning first reported a position in BIL in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.23M in Q3 2024. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Leading Edge Financial Planning held 15,703 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.44M as of Q2 2026.
  • Leading Edge Financial Planning sold 2,654 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $243K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.26% of Leading Edge Financial Planning's portfolio in Q2 2026, its #26 holding.
  • Leading Edge Financial Planning 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.
  • Leading Edge Financial Planning's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $9.23M in Q3 2024.
  • 1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.