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

Pioneer Wealth Management 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 Q3	$3.22M	Sell	35,166 -48	-0.1%	-$4.39K	0.76%	20
2026 Q2	$3.23M	Sell	35,214 -9,212	-21%	-$843K	0.78%	18
2026 Q1	$4.07M	Buy	44,426 +5,281	+13%	+$483K	1.14%	12
2025 Q4	$3.58M	Buy	39,145 +3,857	+11%	+$353K	1.09%	13
2025 Q3	$3.24M	Buy	+35,288	New	+$3.23M	1.05%	13
2025 Q2	–	Sell	-2,580	Closed	-$237K	–	47
2025 Q1	$237K	Buy	+2,580	New	+$236K	0.1%	33
2024 Q3	$294K	Sell	3,206 -2,707	-46%	-$248K	0.14%	34
2024 Q2	$543K	Sell	5,913 -6,599	-53%	-$605K	0.29%	29
2024 Q1	$1.15M	Buy	+12,512	New	+$1.15M	0.66%	23

Other funds holding BIL

IAG

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

SFL

Scheeler Financial LLC West Chester, Ohio $132M AUM

HFA

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pioneer Wealth Management Group's BIL Position: Q3 2026 in Review

Pioneer Wealth Management Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.14% in Q3 2026, selling an estimated $4.39K and leaving 35,166 shares worth $3.22M. The position accounts for 0.76% of the portfolio, ranked #20.

Pioneer Wealth Management Group first reported a position in BIL in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.07M in Q1 2026. 145 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

Pioneer Wealth Management Group held 35,166 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.22M as of Q3 2026.
Pioneer Wealth Management Group sold 48 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $4.39K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.76% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #20 holding.
Pioneer Wealth Management Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and has held it in 9 quarters since.
Pioneer Wealth Management Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $4.07M in Q1 2026.
145 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.