Net Worth Advisory Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Net Worth Advisory 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 Q3	$2.53M	Sell	27,662 -31	-0.1%	-$2.84K	0.64%	26
2026 Q2	$2.54M	Sell	27,693 -3,519	-11%	-$322K	0.64%	30
2026 Q1	$2.86M	Sell	31,212 -5,931	-16%	-$543K	0.59%	32
2025 Q4	$3.39M	Sell	37,143 -374	-1%	-$34.2K	0.69%	29
2025 Q3	$3.44M	Sell	37,517 -7,586	-17%	-$695K	1%	14
2025 Q2	$4.14M	Sell	45,103 -48,287	-52%	-$4.42M	0.92%	18
2025 Q1	$8.57M	Buy	93,390 +40,395	+76%	+$3.7M	2.69%	9
2024 Q4	$4.85M	Buy	52,995 +4,182	+9%	+$383K	1.47%	13
2024 Q3	$4.48M	Buy	+48,813	New	+$4.47M	1.33%	13

Other funds holding BIL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Net Worth Advisory Group's BIL Position: Q3 2026 in Review

Net Worth Advisory Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.11% in Q3 2026, selling an estimated $2.84K and leaving 27,662 shares worth $2.53M. The position accounts for 0.64% of the portfolio, ranked #26.

Net Worth Advisory Group first reported a position in BIL in Q3 2024 and has held it in 9 quarters since. The position peaked at $8.57M in Q1 2025. 411 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Net Worth Advisory Group held 27,662 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.53M as of Q3 2026.
Net Worth Advisory Group sold 31 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $2.84K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.64% of Net Worth Advisory Group's portfolio in Q3 2026, its #26 holding.
Net Worth Advisory Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $8.57M in Q1 2025.
411 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.