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

Magnolia Private Wealth’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	$232K	Sell	2,531 -2,915	-54%	-$267K	0.13%	143
2026 Q1	$499K	Buy	5,446 +1,057	+24%	+$96.7K	0.33%	71
2025 Q4	$401K	Sell	4,389 -657	-13%	-$60.1K	0.28%	74
2025 Q3	$463K	Sell	5,046 -2,675	-35%	-$245K	0.34%	61
2025 Q2	$708K	Sell	7,721 -2,675	-26%	-$245K	0.55%	46
2025 Q1	$954K	Buy	10,396 +1,305	+14%	+$120K	0.79%	30
2024 Q4	$831K	Buy	+9,091	New	+$833K	0.71%	36

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

Magnolia Private Wealth's BIL Position: Q2 2026 in Review

Magnolia Private Wealth reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 54% in Q2 2026, selling an estimated $267K and leaving 2,531 shares worth $232K. The position accounts for 0.13% of the portfolio, ranked #143.

Magnolia Private Wealth first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $954K in Q1 2025. 1,295 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Magnolia Private Wealth held 2,531 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $232K as of Q2 2026.
Magnolia Private Wealth sold 2,915 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $267K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.13% of Magnolia Private Wealth's portfolio in Q2 2026, its #143 holding.
Magnolia Private Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
Magnolia Private Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $954K in Q1 2025.
1,295 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.