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

Mills 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 		– Sell
-21,192
Closed -$1.94M – 77
2026
Q1 		$1.94M Sell
21,192
-1,137
-5% -$104K 0.68% 23
2025
Q4 		$2.04M Buy
22,329
+14,924
+202% +$1.37M 0.8% 23
2025
Q3 		$679K Sell
7,405
-16,162
-69% -$1.48M 0.28% 41
2025
Q2 		$2.16M Buy
+23,567
New +$2.16M 0.99% 21
2025
Q1 		– Sell
-3,023
Closed -$276K – 67
2024
Q4 		$276K Sell
3,023
-3,436
-53% -$315K 0.16% 48
2024
Q3 		$593K Sell
6,459
-175
-3% -$16K 0.41% 33
2024
Q2 		$609K Sell
6,634
-3,470
-34% -$318K 0.44% 31
2024
Q1 		$928K Sell
10,104
-1,459
-13% -$134K 0.68% 28
2023
Q4 		$1.06M Sell
11,563
-23,051
-67% -$2.11M 0.81% 22
2023
Q3 		$3.18M Sell
34,614
-4,634
-12% -$425K 2.54% 11
2023
Q2 		$3.6M Buy
39,248
+7,389
+23% +$677K 2.74% 10
2023
Q1 		$2.93M Buy
31,859
+24,055
+308% +$2.2M 2.36% 11
2022
Q4 		$714K Buy
+7,804
New +$714K 0.65% 28

Other funds holding BIL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MW
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Mills Wealth Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 21,192 shares — an estimated $1.94M sold.

Mills Wealth Advisors first reported a position in BIL in Q4 2022 and held it in 13 quarters. The position peaked at $3.6M in Q2 2023. 282 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Mills Wealth Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
  • Mills Wealth Advisors sold 21,192 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.94M.
  • Mills Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and held it in 13 quarters.
  • Mills Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.6M in Q2 2023.
  • 282 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.