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 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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

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

Marion Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 11% in Q2 2026, buying an estimated $151K and bringing the position to 16,219 shares worth $1.49M. The position accounts for 0.3% of the portfolio, ranked #75.

Marion Wealth Management first reported a position in BIL in Q1 2024 and has held it in 9 quarters since. 225 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Marion Wealth Management held 16,219 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.49M as of Q2 2026.
Marion Wealth Management bought 1,651 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $151K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.3% of Marion Wealth Management's portfolio in Q2 2026, its #75 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 9 quarters since.
225 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.