MPWM Advisory Solutions’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

MPWM Advisory Solutions’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	$473K	Buy	5,165 +399	+8%	+$36.5K	0.22%	65
2026 Q1	$437K	Buy	4,766 +78	+2%	+$7.14K	0.23%	63
2025 Q4	$428K	Buy	4,688 +191	+4%	+$17.5K	0.24%	58
2025 Q3	$413K	Buy	4,497 +3,405	+312%	+$312K	0.25%	59
2025 Q2	$100K	Buy	+1,092	New	+$100K	0.06%	109

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

MPWM Advisory Solutions's BIL Position: Q2 2026 in Review

MPWM Advisory Solutions increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 8.4% in Q2 2026, buying an estimated $36.5K and bringing the position to 5,165 shares worth $473K. The position accounts for 0.22% of the portfolio, ranked #65.

MPWM Advisory Solutions first reported a position in BIL in Q2 2025 and has held it in 5 quarters since. 1,288 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

MPWM Advisory Solutions held 5,165 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $473K as of Q2 2026.
MPWM Advisory Solutions bought 399 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $36.5K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.22% of MPWM Advisory Solutions's portfolio in Q2 2026, its #65 holding.
MPWM Advisory Solutions 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.
1,288 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.