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

Pinnacle Family 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	–	Sell	-109,834	Closed	-$10.1M	–	157
2026 Q1	$10.1M	Buy	+109,834	New	+$10.1M	4.73%	5
2024 Q1	–	Sell	-4,400	Closed	-$402K	–	101
2023 Q4	$402K	Buy	+4,400	New	+$403K	0.24%	67

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

Pinnacle Family Advisors's BIL Position: Q2 2026 in Review

Pinnacle Family Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 109,834 shares — an estimated $10.1M sold.

Pinnacle Family Advisors first reported a position in BIL in Q4 2023 and held it in 2 quarters. The position peaked at $10.1M in Q1 2026. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Pinnacle Family Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
Pinnacle Family Advisors sold 109,834 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $10.1M.
Pinnacle Family Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and held it in 2 quarters.
Pinnacle Family Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $10.1M in Q1 2026.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.