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

Raffa Wealth Management’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	$77.3K	Buy	843 +7	+0.8%	+$641	0.01%	146
2026 Q1	$76.6K	Buy	836 +5	+0.6%	+$458	0.01%	135
2025 Q4	$76K	Buy	831 +11	+1%	+$1.01K	0.01%	136
2025 Q3	$75.2K	Buy	820 +8	+1%	+$733	0.01%	131
2025 Q2	$74.4K	Buy	812 +9	+1%	+$824	0.01%	151
2025 Q1	$73.7K	Sell	803 -22	-3%	-$2.02K	0.02%	123
2024 Q4	$75.4K	Buy	825 +40	+5%	+$3.66K	0.02%	123
2024 Q3	$72.1K	Buy	785 +10	+1%	+$916	0.02%	123
2024 Q2	$71.2K	Buy	775 +10	+1%	+$916	0.02%	172
2024 Q1	$70.2K	Buy	765 +6	+0.8%	+$550	0.02%	170
2023 Q4	$69.4K	Buy	759 +14	+2%	+$1.28K	0.02%	114
2023 Q3	$68.4K	Buy	745 +9	+1%	+$825	0.02%	107
2023 Q2	$67.6K	Buy	736 +9	+1%	+$825	0.02%	110
2023 Q1	$66.8K	Buy	727 +4	+0.6%	+$366	0.02%	125
2022 Q4	$66.1K	Buy	723 +8	+1%	+$732	0.03%	116
2022 Q3	$65.5K	Buy	715 +2	+0.3%	+$183	0.03%	121
2022 Q2	$65.3K	Hold	713	–	–	0.03%	121
2022 Q1	$65.2K	Hold	713	–	–	0.02%	120
2021 Q4	$65.2K	Buy	+713	New	+$65.2K	0.02%	122
2019 Q2	–	Sell	-1,708	Closed	-$156K	–	813
2019 Q1	$156K	Hold	1,708	–	–	0.06%	67
2018 Q4	$156K	Buy	+1,708	New	+$156K	0.06%	77
2014 Q2	–	Sell	-246	Closed	-$22.5K	–	280
2014 Q1	$22.5K	Buy	+246	New	+$22.5K	0.02%	109

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Raffa Wealth Management's BIL Position: Q2 2026 in Review

Raffa Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.84% in Q2 2026, buying an estimated $641 and bringing the position to 843 shares worth $77.3K. The position accounts for 0.01% of the portfolio, ranked #146.

Raffa Wealth Management first reported a position in BIL in Q1 2014 and has held it in 22 quarters since. The position peaked at $156K in Q1 2019. 1,246 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Raffa Wealth Management held 843 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $77.3K as of Q2 2026.
Raffa Wealth Management bought 7 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $641.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #146 holding.
Raffa Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2014 and has held it in 22 quarters since.
Raffa Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $156K in Q1 2019.
1,246 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.