Lockerman Financial Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Lockerman Financial Group’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	–	Sell	-2,216	Closed	-$203K	–	91
2026 Q1	$203K	Buy	+2,216	New	+$203K	0.37%	87
2025 Q4	–	Sell	-6,924	Closed	-$635K	–	86
2025 Q3	$635K	Buy	+6,924	New	+$634K	0.8%	30
2025 Q2	–	Sell	-4,284	Closed	-$393K	–	125
2025 Q1	$393K	Buy	4,284 +1,992	+87%	+$182K	0.59%	53
2024 Q4	$210K	Buy	+2,292	New	+$210K	0.36%	100
2022 Q4	–	Sell	-2,641	Closed	-$242K	–	73
2022 Q3	$242K	Sell	2,641 -1,683	-39%	-$154K	0.7%	46
2022 Q2	$396K	Buy	4,324 +1,917	+80%	+$175K	1.27%	23
2022 Q1	$220K	Buy	+2,407	New	+$220K	0.59%	63

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Lockerman Financial Group's BIL Position: Q2 2026 in Review

Lockerman Financial Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 2,216 shares — an estimated $203K sold.

Lockerman Financial Group first reported a position in BIL in Q1 2022 and held it in 7 quarters. The position peaked at $635K in Q3 2025. 294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Lockerman Financial Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
Lockerman Financial Group sold 2,216 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $203K.
Lockerman Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2022 and held it in 7 quarters.
Lockerman Financial Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $635K in Q3 2025.
294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.