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

Phillips Wealth Planners’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	$474K	Sell	5,188 -216	-4%	-$19.8K	0.35%	85
2026 Q1	$494K	Sell	5,404 -266	-5%	-$24.3K	0.37%	84
2025 Q4	$519K	Buy	5,670 +1,011	+22%	+$92.6K	0.42%	76
2025 Q3	$426K	Buy	4,659 +1,218	+35%	+$112K	0.35%	92
2025 Q2	$315K	Buy	3,441 +972	+39%	+$89K	0.29%	124
2025 Q1	$226K	Sell	2,469 -1,487	-38%	-$136K	0.24%	155
2024 Q4	$362K	Buy	3,956 +1,000	+34%	+$91.6K	0.36%	90
2024 Q3	$271K	Sell	2,956 -1,281	-30%	-$117K	0.26%	140
2024 Q2	$388K	Buy	4,237 +850	+25%	+$77.9K	0.41%	85
2024 Q1	$310K	Buy	3,387 +263	+8%	+$24.1K	0.36%	103
2023 Q4	$286K	Sell	3,124 -599	-16%	-$54.8K	0.34%	104
2023 Q3	$341K	Buy	3,723 +1,353	+57%	+$124K	0.46%	81
2023 Q2	$218K	Sell	2,370 -810	-25%	-$74.2K	0.29%	134
2023 Q1	$291K	Buy	+3,180	New	+$291K	0.38%	98

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

Phillips Wealth Planners's BIL Position: Q2 2026 in Review

Phillips Wealth Planners reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4% in Q2 2026, selling an estimated $19.8K and leaving 5,188 shares worth $474K. The position accounts for 0.35% of the portfolio, ranked #85.

Phillips Wealth Planners first reported a position in BIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $519K in Q4 2025. 1,288 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Phillips Wealth Planners held 5,188 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $474K as of Q2 2026.
Phillips Wealth Planners sold 216 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $19.8K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.35% of Phillips Wealth Planners's portfolio in Q2 2026, its #85 holding.
Phillips Wealth Planners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
Phillips Wealth Planners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $519K in Q4 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 Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.