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

MOKAN 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
Q2 		$15.4M Buy
167,624
+11,106
+7% +$1.02M 5.87% 2
2026
Q1 		$14.3M Buy
156,518
+3,442
+2% +$315K 6.35% 2
2025
Q4 		$14M Buy
153,076
+14,814
+11% +$1.36M 6.21% 2
2025
Q3 		$12.7M Buy
138,262
+4,806
+4% +$440K 6.38% 2
2025
Q2 		$12.2M Buy
133,456
+10,609
+9% +$972K 6.84% 2
2025
Q1 		$11.3M Buy
122,847
+6,661
+6% +$610K 6.79% 2
2024
Q4 		$10.6M Buy
+116,186
New +$10.6M 6.76% 2

Other funds holding BIL

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MOKAN Wealth Management's BIL Position: Q2 2026 in Review

MOKAN Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 7.1% in Q2 2026, buying an estimated $1.02M and bringing the position to 167,624 shares worth $15.4M. The position accounts for 5.87% of the portfolio, ranked #2.

MOKAN Wealth Management first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. 627 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • MOKAN Wealth Management held 167,624 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $15.4M as of Q2 2026.
  • MOKAN Wealth Management bought 11,106 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.02M.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 5.87% of MOKAN Wealth Management's portfolio in Q2 2026, its #2 holding.
  • MOKAN 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 7 quarters since.
  • 627 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.