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

Plan Group Financial’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	$6.1M	Buy	66,584 +51,073	+329%	+$4.67M	1.26%	24
2026 Q1	$1.42M	Buy	15,511 +343	+2%	+$31.4K	0.33%	74
2025 Q4	$1.39M	Buy	15,168 +1,510	+11%	+$138K	0.36%	75
2025 Q3	$1.25M	Buy	13,658 +4,917	+56%	+$450K	0.34%	82
2025 Q2	$802K	Buy	+8,741	New	+$800K	0.26%	89

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

Plan Group Financial's BIL Position: Q2 2026 in Review

Plan Group Financial increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 329% in Q2 2026, buying an estimated $4.67M and bringing the position to 66,584 shares worth $6.1M. The position accounts for 1.26% of the portfolio, ranked #24.

Plan Group Financial first reported a position in BIL in Q2 2025 and has held it in 5 quarters since. 1,294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Plan Group Financial held 66,584 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.1M as of Q2 2026.
Plan Group Financial bought 51,073 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $4.67M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.26% of Plan Group Financial's portfolio in Q2 2026, its #24 holding.
Plan Group Financial first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2025 and has held it in 5 quarters since.
1,294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.