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

Navigation 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 		$618K Buy
6,747
+159
+2% +$14.6K 0.85% 13
2026
Q1 		$604K Buy
6,588
+2,961
+82% +$271K 2.18% 9
2025
Q4 		$331K Buy
3,627
+185
+5% +$16.9K 0.49% 18
2025
Q3 		$316K Sell
3,442
-3,781
-52% -$346K 0.46% 18
2025
Q2 		$663K Buy
+7,223
New +$661K 0.98% 8

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

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

Navigation Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 2.4% in Q2 2026, buying an estimated $14.6K and bringing the position to 6,747 shares worth $618K. The position accounts for 0.85% of the portfolio, ranked #13.

Navigation Wealth Management first reported a position in BIL in Q2 2025 and has held it in 5 quarters since. The position peaked at $663K in Q2 2025. 228 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Navigation Wealth Management held 6,747 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $618K as of Q2 2026.
  • Navigation Wealth Management bought 159 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $14.6K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.85% of Navigation Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Navigation Wealth Management 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.
  • Navigation Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $663K in Q2 2025.
  • 228 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Navigation Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.