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

Precision Wealth Strategies’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	$8.3M	Sell	90,551 -48,363	-35%	-$4.43M	2.5%	6
2026 Q1	$12.7M	Buy	138,914 +40,266	+41%	+$3.68M	4.22%	3
2025 Q4	$9.01M	Buy	98,648 +64,172	+186%	+$5.87M	2.92%	4
2025 Q3	$3.16M	Sell	34,476 -88,518	-72%	-$8.11M	1.03%	23
2025 Q2	$11.3M	Buy	+122,994	New	+$11.3M	3.66%	4
2024 Q4	–	Sell	-15,233	Closed	-$1.4M	–	114
2024 Q3	$1.4M	Buy	15,233 +1,196	+9%	+$110K	1.29%	19
2024 Q2	$1.29M	Sell	14,037 -4,759	-25%	-$436K	1.33%	18
2024 Q1	$1.73M	Buy	18,796 +8,768	+87%	+$803K	1.63%	14
2023 Q4	$916K	Buy	+10,028	New	+$918K	0.89%	21

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

Precision Wealth Strategies's BIL Position: Q2 2026 in Review

Precision Wealth Strategies reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 35% in Q2 2026, selling an estimated $4.43M and leaving 90,551 shares worth $8.3M. The position accounts for 2.5% of the portfolio, ranked #6.

Precision Wealth Strategies first reported a position in BIL in Q4 2023 and has held it in 9 quarters since. The position peaked at $12.7M in Q1 2026. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Precision Wealth Strategies held 90,551 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $8.3M as of Q2 2026.
Precision Wealth Strategies sold 48,363 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $4.43M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.5% of Precision Wealth Strategies's portfolio in Q2 2026, its #6 holding.
Precision Wealth Strategies first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 9 quarters since.
Precision Wealth Strategies's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $12.7M 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 Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.