Legacy Capital Wealth Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Legacy Capital Wealth Partners’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	$634K	Buy	+6,923	New	+$634K	0.12%	169
2026 Q1	–	Sell	-42,259	Closed	-$3.86M	–	389
2025 Q4	$3.86M	Sell	42,259 -49,833	-54%	-$4.56M	0.83%	21
2025 Q3	$8.45M	Buy	92,092 +20,459	+29%	+$1.87M	1.84%	7
2025 Q2	$6.57M	Buy	71,633 +56,946	+388%	+$5.22M	1.5%	13
2025 Q1	$1.35M	Buy	14,687 +10,610	+260%	+$972K	0.33%	59
2024 Q4	$373K	Sell	4,077 -27,261	-87%	-$2.5M	0.09%	232
2024 Q3	$2.88M	Sell	31,338 -16,280	-34%	-$1.49M	0.58%	36
2024 Q2	$4.37M	Buy	+47,618	New	+$4.36M	1.11%	18
2024 Q1	–	Sell	-40,248	Closed	-$3.68M	–	137
2023 Q4	$3.68M	Buy	40,248 +30,464	+311%	+$2.79M	1.04%	18
2023 Q3	$898K	Buy	+9,784	New	+$897K	0.25%	82
2023 Q2	–	Sell	-16,810	Closed	-$1.54M	–	63
2023 Q1	$1.54M	Buy	+16,810	New	+$1.54M	0.42%	42

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Legacy Capital Wealth Partners's BIL Position: Q2 2026 in Review

Legacy Capital Wealth Partners opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026: 6,923 shares worth $634K. The stake represents 0.12% of the portfolio and ranks #169 among its holdings. This is a return to the name: Legacy Capital Wealth Partners previously reported a position in BIL as recently as Q4 2025.

Legacy Capital Wealth Partners first reported a position in BIL in Q1 2023 and has held it in 11 quarters since. The position peaked at $8.45M in Q3 2025. 1,296 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Legacy Capital Wealth Partners held 6,923 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $634K as of Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Legacy Capital Wealth Partners position in Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.12% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #169 holding.
Legacy Capital Wealth Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 11 quarters since.
Legacy Capital Wealth Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $8.45M in Q3 2025.
1,296 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.