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

Momentum Wealth Planning’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	$723K	Sell	7,889 -26,360	-77%	-$2.41M	0.53%	24
2026 Q1	$3.14M	Buy	34,249 +20,330	+146%	+$1.86M	2.79%	7
2025 Q4	$1.27M	Sell	13,919 -9,014	-39%	-$825K	0.99%	20
2025 Q3	$2.1M	Buy	22,933 +7,393	+48%	+$677K	1.64%	17
2025 Q2	$1.43M	Buy	+15,540	New	+$1.42M	1.21%	19

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

Momentum Wealth Planning's BIL Position: Q2 2026 in Review

Momentum Wealth Planning reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 77% in Q2 2026, selling an estimated $2.41M and leaving 7,889 shares worth $723K. The position accounts for 0.53% of the portfolio, ranked #24.

Momentum Wealth Planning first reported a position in BIL in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.14M in Q1 2026. 1,295 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Momentum Wealth Planning held 7,889 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $723K as of Q2 2026.
Momentum Wealth Planning sold 26,360 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.41M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.53% of Momentum Wealth Planning's portfolio in Q2 2026, its #24 holding.
Momentum Wealth Planning first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2025 and has held it in 5 quarters since.
Momentum Wealth Planning's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.14M in Q1 2026.
1,295 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Momentum Wealth Planning's 13F filing for Q2 2026, filed 5 Aug 2026.