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

Monument Capital 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	$954K	Buy	+10,407	New	+$952K	0.19%	113
2024 Q3	–	Sell	-62,954	Closed	-$5.78M	–	195
2024 Q2	$5.78M	Buy	+62,954	New	+$5.77M	1.7%	10
2023 Q4	–	Sell	-95,126	Closed	-$8.73M	–	180
2023 Q3	$8.73M	Sell	95,126 -204,450	-68%	-$18.7M	2.93%	7
2023 Q2	$27.5M	Buy	+299,576	New	+$27.4M	8.77%	1
2022 Q4	–	Sell	-176,683	Closed	-$16.2M	–	160
2022 Q3	$16.2M	Sell	176,683 -477,931	-73%	-$43.7M	6.07%	1
2022 Q2	$59.9M	Buy	654,614 +443,260	+210%	+$40.5M	22.59%	1
2022 Q1	$19.3M	Buy	211,354 +96,894	+85%	+$8.86M	6.27%	4
2021 Q4	$10.5M	Buy	114,460 +104,526	+1,052%	+$9.56M	3.25%	5
2021 Q3	$909K	Buy	+9,934	New	+$909K	0.31%	76
2019 Q4	–	Sell	-5,617	Closed	-$514K	–	87
2019 Q3	$514K	Sell	5,617 -5,966	-52%	-$546K	0.28%	77
2019 Q2	$1.06M	Sell	11,583 -12,094	-51%	-$1.11M	0.57%	70
2019 Q1	$2.17M	Buy	23,677 +1,364	+6%	+$125K	1.23%	36
2018 Q4	$2.04M	Buy	+22,313	New	+$2.04M	1.27%	33

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

Monument Capital Management's BIL Position: Q2 2026 in Review

Monument Capital Management opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026: 10,407 shares worth $954K. The stake represents 0.19% of the portfolio and ranks #113 among its holdings. This is a return to the name: Monument Capital Management previously reported a position in BIL as recently as Q2 2024.

Monument Capital Management first reported a position in BIL in Q4 2018 and has held it in 13 quarters since. The position peaked at $59.9M in Q2 2022. 1,294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Monument Capital Management held 10,407 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $954K as of Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Monument Capital Management position in Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.19% of Monument Capital Management's portfolio in Q2 2026, its #113 holding.
Monument Capital Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and has held it in 13 quarters since.
Monument Capital Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $59.9M in Q2 2022.
1,294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.