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 Q3	$2.71M	Sell	29,625 -1,307	-4%	-$120K	0.59%	29
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

LPWM LLC's BIL Position: Q3 2026 in Review

LPWM LLC reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4.2% in Q3 2026, selling an estimated $120K and leaving 29,625 shares worth $2.71M. The position accounts for 0.59% of the portfolio, ranked #29.

LPWM LLC first reported a position in BIL in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.16M in Q3 2025. 411 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

LPWM LLC held 29,625 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.71M as of Q3 2026.
LPWM LLC sold 1,307 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $120K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.59% of LPWM LLC's portfolio in Q3 2026, its #29 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 10 quarters since.
LPWM LLC's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.16M in Q3 2025.
411 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.