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

ORG Wealth Partners’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	$64.9K	Buy	708 +119	+20%	+$10.9K	0.01%	324
2026 Q1	$54K	Sell	589 -180	-23%	-$16.5K	0.01%	326
2025 Q4	$70.3K	Sell	769 -824	-52%	-$75.4K	0.02%	299
2025 Q3	$146K	Sell	1,593 -18	-1%	-$1.65K	0.03%	243
2025 Q2	$147K	Sell	1,611 -243	-13%	-$22.3K	0.04%	198
2025 Q1	$170K	Buy	1,854 +1,233	+199%	+$113K	0.05%	203
2024 Q4	$56.8K	Sell	621 -21	-3%	-$1.92K	0.02%	242
2024 Q3	$58.9K	Buy	+642	New	+$58.8K	0.02%	235

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

ORG Wealth Partners's BIL Position: Q2 2026 in Review

ORG Wealth Partners increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 20% in Q2 2026, buying an estimated $10.9K and bringing the position to 708 shares worth $64.9K. The position accounts for 0.01% of the portfolio, ranked #324.

ORG Wealth Partners first reported a position in BIL in Q3 2024 and has held it in 8 quarters since. The position peaked at $170K in Q1 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

ORG Wealth Partners held 708 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $64.9K as of Q2 2026.
ORG Wealth Partners bought 119 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $10.9K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #324 holding.
ORG Wealth Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $170K in Q1 2025.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.