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

Prosperity Financial 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 Q2	–	Sell	-3,389	Closed	-$311K	–	188
2026 Q1	$311K	Buy	+3,389	New	+$310K	0.11%	141
2025 Q1	–	Sell	-3,177	Closed	-$290K	–	168
2024 Q4	$290K	Buy	+3,177	New	+$291K	0.14%	121
2024 Q2	–	Sell	-2,738	Closed	-$251K	–	143
2024 Q1	$251K	Buy	+2,738	New	+$251K	0.16%	120
2023 Q4	–	Sell	-6,415	Closed	-$589K	–	133
2023 Q3	$589K	Buy	6,415 +1,714	+36%	+$157K	0.49%	49
2023 Q2	$432K	Buy	4,701 +550	+13%	+$50.4K	0.38%	60
2023 Q1	$381K	Sell	4,151 -2,299	-36%	-$211K	0.39%	60
2022 Q4	$590K	Buy	+6,450	New	+$590K	0.64%	40

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

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

Prosperity Financial Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 3,389 shares — an estimated $311K sold.

Prosperity Financial Group first reported a position in BIL in Q4 2022 and held it in 7 quarters. The position peaked at $590K in Q4 2022. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Prosperity Financial Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
Prosperity Financial Group sold 3,389 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $311K.
Prosperity Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and held it in 7 quarters.
Prosperity Financial Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $590K in Q4 2022.
1,290 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.