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

MFG 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	$813K	Buy	8,876 +484	+6%	+$44.3K	0.59%	62
2026 Q2	$769K	Buy	8,392 +2,950	+54%	+$270K	0.55%	63
2026 Q1	$499K	Sell	5,442 -626	-10%	-$57.3K	0.41%	61
2025 Q4	$554K	Buy	6,068 +54	+0.9%	+$4.94K	0.43%	60
2025 Q3	$552K	Sell	6,014 -3,968	-40%	-$364K	0.42%	59
2025 Q2	$916K	Sell	9,982 -1,704	-15%	-$156K	0.77%	48
2025 Q1	$1.07M	Sell	11,686 -314	-3%	-$28.8K	1.02%	49
2024 Q4	$1.1M	Buy	+12,000	New	+$1.1M	1.01%	44

Other funds holding BIL

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

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

MFG Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 5.8% in Q3 2026, buying an estimated $44.3K and bringing the position to 8,876 shares worth $813K. The position accounts for 0.59% of the portfolio, ranked #62.

MFG Wealth Management first reported a position in BIL in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.1M in Q4 2024. 411 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

MFG Wealth Management held 8,876 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $813K as of Q3 2026.
MFG Wealth Management bought 484 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $44.3K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.59% of MFG Wealth Management's portfolio in Q3 2026, its #62 holding.
MFG Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 8 quarters since.
MFG Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.1M in Q4 2024.
411 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on MFG Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.