MWM
BIL icon

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

Mosley 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 		$15.6K Sell
170
-73
-30% -$6.68K 0.01% 345
2026
Q1 		$22.3K Buy
+243
New +$22.2K 0.01% 248
2024
Q2 		– Sell
-7,414
Closed -$681K – 104
2024
Q1 		$681K Buy
+7,414
New +$679K 0.64% 36

Other funds holding BIL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 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

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

Mosley Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 30% in Q2 2026, selling an estimated $6.68K and leaving 170 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #345.

Mosley Wealth Management first reported a position in BIL in Q1 2024 and has held it in 3 quarters since. The position peaked at $681K in Q1 2024. 856 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Mosley Wealth Management held 170 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $15.6K as of Q2 2026.
  • Mosley Wealth Management sold 73 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $6.68K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #345 holding.
  • Mosley Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and has held it in 3 quarters since.
  • Mosley Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $681K in Q1 2024.
  • 856 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.