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

MinichMacGregor 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	–	Sell	-112,959	Closed	-$10.4M	–	160
2026 Q2	$10.4M	Buy	+112,959	New	+$10.3M	1.57%	30
2025 Q4	–	Sell	-3,699	Closed	-$339K	–	137
2025 Q3	$339K	Buy	+3,699	New	+$339K	0.07%	101

Other funds holding BIL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 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

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

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

MinichMacGregor Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2026, closing a stake of 112,959 shares — an estimated $10.4M sold.

MinichMacGregor Wealth Management first reported a position in BIL in Q3 2025 and held it in 2 quarters. The position peaked at $10.4M in Q2 2026. 757 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

MinichMacGregor Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2026 after selling out during the quarter.
MinichMacGregor Wealth Management sold 112,959 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $10.4M.
MinichMacGregor Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2025 and held it in 2 quarters.
MinichMacGregor Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $10.4M in Q2 2026.
757 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.