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

Potentia Wealth’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	-2,338	Closed	-$214K	–	63
2026 Q1	$214K	Sell	2,338 -1,598	-41%	-$146K	0.08%	86
2025 Q4	$360K	Sell	3,936 -123	-3%	-$11.3K	0.13%	73
2025 Q3	$372K	Buy	+4,059	New	+$372K	0.14%	74
2025 Q2	–	Sell	-7,454	Closed	-$684K	–	75
2025 Q1	$684K	Sell	7,454 -1,069	-13%	-$97.9K	0.32%	42
2024 Q4	$779K	Buy	+8,523	New	+$781K	0.35%	43

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

Potentia Wealth's BIL Position: Q2 2026 in Review

Potentia Wealth sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 2,338 shares — an estimated $214K sold.

Potentia Wealth first reported a position in BIL in Q4 2024 and held it in 5 quarters. The position peaked at $779K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Potentia Wealth reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
Potentia Wealth sold 2,338 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $214K.
Potentia Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and held it in 5 quarters.
Potentia Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $779K in Q4 2024.
1,289 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.