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

Marion 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 Q3	$1.57M	Buy	17,115 +896	+6%	+$82K	0.31%	70
2026 Q2	$1.49M	Buy	16,219 +1,651	+11%	+$151K	0.3%	75
2026 Q1	$1.34M	Buy	14,568 +9,838	+208%	+$900K	0.3%	73
2025 Q4	$433K	Buy	+4,730	New	+$433K	0.1%	98
2025 Q3	–	Sell	-9,353	Closed	-$858K	–	137
2025 Q2	$858K	Sell	9,353 -4,562	-33%	-$418K	0.21%	78
2025 Q1	$1.28M	Buy	13,915 +2,627	+23%	+$241K	0.34%	68
2024 Q4	$1.03M	Hold	11,288	–	–	0.27%	75
2024 Q3	$1.04M	Buy	11,288 +298	+3%	+$27.3K	0.28%	76
2024 Q2	$1.01M	Hold	10,990	–	–	0.3%	69
2024 Q1	$1.01M	Buy	+10,990	New	+$1.01M	0.3%	68

Other funds holding BIL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 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

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Marion Wealth Management's BIL Position: Q3 2026 in Review

Marion Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 5.5% in Q3 2026, buying an estimated $82K and bringing the position to 17,115 shares worth $1.57M. The position accounts for 0.31% of the portfolio, ranked #70.

Marion Wealth Management first reported a position in BIL in Q1 2024 and has held it in 10 quarters since. 784 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Marion Wealth Management held 17,115 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.57M as of Q3 2026.
Marion Wealth Management bought 896 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $82K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.31% of Marion Wealth Management's portfolio in Q3 2026, its #70 holding.
Marion Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and has held it in 10 quarters since.
784 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.