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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Momentum Wealth Planning's BIL Position: Q1 2026 in Review

Momentum Wealth Planning increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 146% in Q1 2026, buying an estimated $1.86M and bringing the position to 34,249 shares worth $3.14M. The position accounts for 2.79% of the portfolio, ranked #7.

Momentum Wealth Planning first reported a position in BIL in Q2 2025 and has held it in 4 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Momentum Wealth Planning held 34,249 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.14M as of Q1 2026.
Momentum Wealth Planning bought 20,330 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $1.86M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.79% of Momentum Wealth Planning's portfolio in Q1 2026, its #7 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 4 quarters since.
1,309 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Momentum Wealth Planning's 13F filing for Q1 2026, filed 7 May 2026.