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

Moulton 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 		$3.2M Buy
+35,040
New +$3.21M 2.11% 10
2026
Q1 		– Sell
-19,555
Closed -$1.79M – 53
2025
Q4 		$1.79M Sell
19,555
-1,253
-6% -$115K 1.69% 21
2025
Q3 		$1.91M Sell
20,808
-21,554
-51% -$1.97M 1.39% 23
2025
Q2 		$3.88M Sell
42,362
-46,280
-52% -$4.24M 2.93% 10
2025
Q1 		$8.13M Sell
88,642
-27,331
-24% -$2.5M 6.2% 5
2024
Q4 		$10.6M Buy
115,973
+58,415
+101% +$5.35M 8.14% 4
2024
Q3 		$5.27M Buy
57,558
+7,344
+15% +$673K 4.39% 5
2024
Q2 		$4.6M Sell
50,214
-112,810
-69% -$10.3M 4.17% 4
2024
Q1 		$15M Buy
163,024
+14,001
+9% +$1.28M 15.69% 3
2023
Q4 		$13.6M Buy
149,023
+1,125
+0.8% +$103K 17.51% 3
2023
Q3 		$13.5M Buy
+147,898
New +$13.6M 19.94% 3
2020
Q4 		– Sell
-33,223
Closed -$3.04M – 22
2020
Q3 		$3.04M Buy
33,223
+295
+0.9% +$27K 3.33% 10
2020
Q2 		$3.01M Buy
32,928
+828
+3% +$75.8K 3.8% 10
2020
Q1 		$2.94M Buy
+32,100
New +$2.94M 4.81% 7

Other funds holding BIL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Moulton Wealth Management opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026: 35,040 shares worth $3.2M. The stake represents 2.11% of the portfolio and ranks #10 among its holdings. This is a return to the name: Moulton Wealth Management previously reported a position in BIL as recently as Q4 2025.

Moulton Wealth Management first reported a position in BIL in Q1 2020 and has held it in 14 quarters since. The position peaked at $15M in Q1 2024. 228 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Moulton Wealth Management held 35,040 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.2M as of Q2 2026.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Moulton Wealth Management position in Q2 2026.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.11% of Moulton Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Moulton Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2020 and has held it in 14 quarters since.
  • Moulton Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $15M in Q1 2024.
  • 228 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.