LPWM LLC’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

LPWM LLC’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	$2.83M	Sell	30,932 -795	-3%	-$72.8K	0.63%	26
2026 Q1	$2.91M	Sell	31,727 -753	-2%	-$68.9K	0.73%	24
2025 Q4	$2.97M	Sell	32,480 -2,010	-6%	-$184K	0.75%	26
2025 Q3	$3.16M	Buy	34,490 +14,367	+71%	+$1.32M	0.84%	25
2025 Q2	$1.85M	Buy	20,123 +5,513	+38%	+$505K	0.54%	29
2025 Q1	$1.34M	Sell	14,610 -6,600	-31%	-$604K	0.43%	31
2024 Q4	$1.94M	Buy	21,210 +14,518	+217%	+$1.33M	0.62%	28
2024 Q3	$612K	Buy	6,692 +4,342	+185%	+$398K	0.2%	47
2024 Q2	$215K	Buy	+2,350	New	+$215K	0.07%	72

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

LPWM LLC's BIL Position: Q2 2026 in Review

LPWM LLC reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 2.5% in Q2 2026, selling an estimated $72.8K and leaving 30,932 shares worth $2.83M. The position accounts for 0.63% of the portfolio, ranked #26.

LPWM LLC first reported a position in BIL in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.16M in Q3 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

LPWM LLC held 30,932 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.83M as of Q2 2026.
LPWM LLC sold 795 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $72.8K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.63% of LPWM LLC's portfolio in Q2 2026, its #26 holding.
LPWM LLC first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and has held it in 9 quarters since.
LPWM LLC's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.16M in Q3 2025.
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 LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.