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

PFW 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	$498K	Sell	5,434 -4,974	-48%	-$455K	0.15%	84
2026 Q1	$954K	Buy	10,408 +7,567	+266%	+$692K	0.3%	62
2025 Q4	$260K	Buy	+2,841	New	+$260K	0.08%	106
2025 Q1	–	Sell	-41,259	Closed	-$3.77M	–	123
2024 Q4	$3.77M	Buy	+41,259	New	+$3.78M	1.16%	18
2024 Q2	$3.53M	Sell	38,447 -2,447	-6%	-$224K	1.12%	18
2024 Q1	$3.75M	Sell	40,894 -51,159	-56%	-$4.69M	1.15%	18
2023 Q4	$8.41M	Buy	92,053 +35,033	+61%	+$3.21M	2.69%	8
2023 Q3	$5.24M	Sell	57,020 -8,220	-13%	-$753K	1.85%	14
2023 Q2	$5.98M	Buy	+65,240	New	+$5.98M	1.99%	13
2019 Q3	$2.18M	Buy	+23,770	New	+$2.18M	0.66%	37

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PFW Advisors's BIL Position: Q2 2026 in Review

PFW Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 48% in Q2 2026, selling an estimated $455K and leaving 5,434 shares worth $498K. The position accounts for 0.15% of the portfolio, ranked #84.

PFW Advisors first reported a position in BIL in Q3 2019 and has held it in 10 quarters since. The position peaked at $8.41M in Q4 2023. 258 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

PFW Advisors held 5,434 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $498K as of Q2 2026.
PFW Advisors sold 4,974 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $455K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.15% of PFW Advisors's portfolio in Q2 2026, its #84 holding.
PFW Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2019 and has held it in 10 quarters since.
PFW Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $8.41M in Q4 2023.
258 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.