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

Medallion Wealth Advisors’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	$325K	Sell	3,577 -311	-8%	-$28.5K	0.1%	177
2026 Q1	$356K	Sell	3,888 -2,421	-38%	-$222K	0.12%	168
2025 Q4	$577K	Sell	6,309 -706	-10%	-$64.6K	0.19%	113
2025 Q3	$644K	Sell	7,015 -884	-11%	-$81K	0.23%	102
2025 Q2	$722K	Sell	7,899 -22	-0.3%	-$2.02K	0.28%	89
2025 Q1	$724K	Buy	7,921 +2,124	+37%	+$195K	0.33%	75
2024 Q4	$658K	Buy	+5,797	New	+$531K	0.33%	73

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

Medallion Wealth Advisors's BIL Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 8% in Q2 2026, selling an estimated $28.5K and leaving 3,577 shares worth $325K. The position accounts for 0.1% of the portfolio, ranked #177.

Medallion Wealth Advisors first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $724K in Q1 2025. 1,296 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Medallion Wealth Advisors held 3,577 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $325K as of Q2 2026.
Medallion Wealth Advisors sold 311 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $28.5K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.1% of Medallion Wealth Advisors's portfolio in Q2 2026, its #177 holding.
Medallion Wealth Advisors 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.
Medallion Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $724K in Q1 2025.
1,296 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.