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

Oxford Wealth 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	$577K	Sell	6,295 -1,017	-14%	-$93.1K	0.26%	59
2026 Q1	$670K	Sell	7,312 -472	-6%	-$43.2K	0.37%	45
2025 Q4	$711K	Buy	+7,784	New	+$713K	0.35%	48
2024 Q4	$2.36M	Sell	25,840 -30,740	-54%	-$2.82M	1.53%	13
2024 Q3	$5.19M	Buy	56,580 +23,390	+70%	+$2.14M	4.23%	3
2024 Q2	$3.05M	Sell	33,190 -58,111	-64%	-$5.32M	2.09%	12
2024 Q1	$8.38M	Buy	+91,301	New	+$8.36M	7.63%	3

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

Oxford Wealth Group's BIL Position: Q2 2026 in Review

Oxford Wealth Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 14% in Q2 2026, selling an estimated $93.1K and leaving 6,295 shares worth $577K. The position accounts for 0.26% of the portfolio, ranked #59.

Oxford Wealth Group first reported a position in BIL in Q1 2024 and has held it in 7 quarters since. The position peaked at $8.38M in Q1 2024. 1,299 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Oxford Wealth Group held 6,295 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $577K as of Q2 2026.
Oxford Wealth Group sold 1,017 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $93.1K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.26% of Oxford Wealth Group's portfolio in Q2 2026, its #59 holding.
Oxford Wealth Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and has held it in 7 quarters since.
Oxford Wealth Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $8.38M in Q1 2024.
1,299 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Oxford Wealth Group's 13F filing for Q2 2026, filed 13 Aug 2026.