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

National Wealth Management Group’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 		$6.12M Buy
66,813
+10,280
+18% +$941K 1.89% 9
2026
Q1 		$5.18M Buy
56,533
+40,656
+256% +$3.72M 1.93% 11
2025
Q4 		$1.45M Buy
15,877
+2,709
+21% +$248K 0.5% 42
2025
Q3 		$1.21M Buy
13,168
+1,426
+12% +$131K 0.46% 40
2025
Q2 		$1.08M Buy
11,742
+1,932
+20% +$177K 0.6% 33
2025
Q1 		$900K Sell
9,810
-32,266
-77% -$2.96M 0.59% 35
2024
Q4 		$3.85M Sell
42,076
-21,520
-34% -$1.97M 2.56% 10
2024
Q3 		$5.84M Buy
63,596
+36,428
+134% +$3.34M 3.95% 4
2024
Q2 		$2.49M Sell
27,168
-4,781
-15% -$438K 1.9% 13
2024
Q1 		$2.93M Buy
31,949
+28,178
+747% +$2.58M 2.28% 10
2023
Q4 		$345K Sell
3,771
-8,746
-70% -$801K 0.33% 90
2023
Q3 		$1.15M Buy
12,517
+2,370
+23% +$217K 1.25% 26
2023
Q2 		$929K Buy
10,147
+7,644
+305% +$700K 0.97% 31
2023
Q1 		$229K Sell
2,503
-4,553
-65% -$417K 0.26% 118
2022
Q4 		$645K Sell
7,056
-12,861
-65% -$1.18M 0.77% 30
2022
Q3 		$1.82M Sell
19,917
-6,666
-25% -$610K 2.37% 11
2022
Q2 		$2.43M Sell
26,583
-8,111
-23% -$742K 3.07% 7
2022
Q1 		$3.17M Buy
34,694
+32,329
+1,367% +$2.96M 3.06% 5
2021
Q4 		$216K Buy
+2,365
New +$216K 0.2% 113

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

National Wealth Management Group's BIL Position: Q2 2026 in Review

National Wealth Management Group increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 18% in Q2 2026, buying an estimated $941K and bringing the position to 66,813 shares worth $6.12M. The position accounts for 1.89% of the portfolio, ranked #9.

National Wealth Management Group first reported a position in BIL in Q4 2021 and has held it in 19 quarters since. 294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • National Wealth Management Group held 66,813 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.12M as of Q2 2026.
  • National Wealth Management Group bought 10,280 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $941K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.89% of National Wealth Management Group's portfolio in Q2 2026, its #9 holding.
  • National Wealth Management Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2021 and has held it in 19 quarters since.
  • 294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.