Octavia Wealth Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Octavia Wealth Advisors’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	$415K	Hold	4,534	–	–	0.04%	141
2026 Q1	$415K	Hold	4,534	–	–	0.04%	143
2025 Q4	$414K	Hold	4,534	–	–	0.04%	153
2025 Q3	$416K	Sell	4,534 -4,373	-49%	-$401K	0.04%	154
2025 Q2	$817K	Hold	8,907	–	–	0.09%	89
2025 Q1	$817K	Buy	8,907 +6,170	+225%	+$565K	0.1%	85
2024 Q4	$250K	Buy	+2,737	New	+$251K	0.03%	192

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

Octavia Wealth Advisors's BIL Position: Q2 2026 in Review

Octavia Wealth Advisors held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q2 2026 at 4,534 shares worth $415K. The position accounts for 0.04% of the portfolio, ranked #141.

Octavia Wealth Advisors first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $817K in Q2 2025. 1,288 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Octavia Wealth Advisors held 4,534 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $415K as of Q2 2026.
Octavia Wealth Advisors left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.04% of Octavia Wealth Advisors's portfolio in Q2 2026, its #141 holding.
Octavia Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
Octavia Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $817K in Q2 2025.
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 Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.