Merit Financial Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Merit Financial Group’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	$62M	Buy	677,106 +159,555	+31%	+$14.6M	0.38%	53
2026 Q1	$47.4M	Buy	517,551 +194,824	+60%	+$17.8M	0.35%	62
2025 Q4	$29.5M	Sell	322,727 -73,700	-19%	-$6.75M	0.24%	76
2025 Q3	$36.4M	Buy	396,427 +331,413	+510%	+$30.4M	0.33%	62
2025 Q2	$5.96M	Buy	65,014 +34,062	+110%	+$3.12M	0.07%	228
2025 Q1	$2.84M	Buy	30,952 +10,638	+52%	+$974K	0.04%	338
2024 Q4	$1.86M	Buy	20,314 +3,769	+23%	+$345K	0.03%	370
2024 Q3	$1.52M	Buy	16,545 +1,923	+13%	+$176K	0.03%	329
2024 Q2	$1.34M	Sell	14,622 -1,095	-7%	-$100K	0.03%	343
2024 Q1	$1.44M	Buy	15,717 +2,786	+22%	+$255K	0.03%	326
2023 Q4	$1.18M	Sell	12,931 -669	-5%	-$61.3K	0.04%	271
2023 Q3	$1.25M	Sell	13,600 -78	-0.6%	-$7.15K	0.04%	286
2023 Q2	$1.26M	Buy	13,678 +11,263	+466%	+$1.03M	0.04%	295
2023 Q1	$222K	Sell	2,415 -2,431	-50%	-$223K	0.01%	574
2022 Q4	$443K	Buy	+4,846	New	+$443K	0.02%	450
2020 Q4	–	Sell	-6,234	Closed	-$571K	–	222
2020 Q3	$571K	Hold	6,234	–	–	0.05%	127
2020 Q2	$571K	Sell	6,234 -64	-1%	-$5.86K	0.06%	116
2020 Q1	$577K	Buy	+6,298	New	+$576K	0.06%	111
2019 Q4	–	Sell	-2,316	Closed	-$212K	–	234
2019 Q3	$212K	Buy	+2,316	New	+$212K	0.02%	132

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

Merit Financial Group's BIL Position: Q2 2026 in Review

Merit Financial Group increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 31% in Q2 2026, buying an estimated $14.6M and bringing the position to 677,106 shares worth $62M. The position accounts for 0.38% of the portfolio, ranked #53.

Merit Financial Group first reported a position in BIL in Q3 2019 and has held it in 19 quarters since. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Merit Financial Group held 677,106 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $62M as of Q2 2026.
Merit Financial Group bought 159,555 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $14.6M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.38% of Merit Financial Group's portfolio in Q2 2026, its #53 holding.
Merit Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2019 and has held it in 19 quarters since.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.