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

Lodestone Wealth Management’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	$272K	Buy	2,973 +25	+0.8%	+$2.29K	0.1%	160
2026 Q1	$270K	Buy	2,948 +15	+0.5%	+$1.37K	0.11%	151
2025 Q4	$268K	Sell	2,933 -567	-16%	-$51.9K	0.11%	149
2025 Q3	$321K	Buy	+3,500	New	+$321K	0.14%	135

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

Lodestone Wealth Management's BIL Position: Q2 2026 in Review

Lodestone Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.85% in Q2 2026, buying an estimated $2.29K and bringing the position to 2,973 shares worth $272K. The position accounts for 0.1% of the portfolio, ranked #160.

Lodestone Wealth Management first reported a position in BIL in Q3 2025 and has held it in 4 quarters since. The position peaked at $321K in Q3 2025. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Lodestone Wealth Management held 2,973 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $272K as of Q2 2026.
Lodestone Wealth Management bought 25 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.29K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.1% of Lodestone Wealth Management's portfolio in Q2 2026, its #160 holding.
Lodestone Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2025 and has held it in 4 quarters since.
Lodestone Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $321K in Q3 2025.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.