Mark Sheptoff Financial Planning’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Mark Sheptoff Financial Planning’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
2025 Q2	–	Sell	-98	Closed	-$8.99K	–	515
2025 Q1	$8.99K	Sell	98 -220	-69%	-$20.1K	0.01%	331
2024 Q4	$29.1K	Sell	318 -341	-52%	-$31.2K	0.02%	222
2024 Q3	$60.5K	Buy	659 +200	+44%	+$18.3K	0.03%	159
2024 Q2	$42.1K	Buy	+459	New	+$42.1K	0.02%	189

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Mark Sheptoff Financial Planning's BIL Position: Q2 2025 in Review

Mark Sheptoff Financial Planning sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2025, closing a stake of 98 shares — an estimated $8.99K sold.

Mark Sheptoff Financial Planning first reported a position in BIL in Q2 2024 and held it in 4 quarters. The position peaked at $60.5K in Q3 2024. 1,175 funds tracked by Wall St. Rank hold BIL as of Q2 2025.

Mark Sheptoff Financial Planning reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2025 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 98 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2025, an estimated $8.99K.
Mark Sheptoff Financial Planning first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and held it in 4 quarters.
Mark Sheptoff Financial Planning's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $60.5K in Q3 2024.
1,175 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2025, filed 6 Aug 2025.