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

Retirement Capital 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	$1.1M	Sell	11,949 -77	-0.6%	-$7.05K	0.38%	41
2026 Q1	$1.1M	Sell	12,026 -655	-5%	-$59.9K	0.42%	37
2025 Q4	$1.16M	Buy	12,681 +555	+5%	+$50.8K	0.43%	36
2025 Q3	$1.11M	Buy	12,126 +632	+5%	+$57.9K	0.43%	39
2025 Q2	$1.05M	Sell	11,494 -82,380	-88%	-$7.54M	0.42%	39
2025 Q1	$8.61M	Sell	93,874 -44,623	-32%	-$4.09M	3.36%	11
2024 Q4	$12.7M	Buy	+138,497	New	+$12.7M	4.8%	4
2024 Q3	–	Sell	-29,315	Closed	-$2.69M	–	67
2024 Q2	$2.69M	Buy	+29,315	New	+$2.69M	1.08%	24
2024 Q1	–	Sell	-11,455	Closed	-$1.05M	–	71
2023 Q4	$1.05M	Sell	11,455 -159,331	-93%	-$14.6M	0.45%	34
2023 Q3	$15.7M	Buy	170,786 +114,138	+201%	+$10.5M	7.34%	3
2023 Q2	$5.2M	Sell	56,648 -331,424	-85%	-$30.4M	2.39%	13
2023 Q1	$35.6M	Buy	388,072 +381,979	+6,269%	+$35M	17.32%	1
2022 Q4	$557K	Sell	6,093 -306,858	-98%	-$28.1M	0.27%	28
2022 Q3	$28.7M	Buy	312,951 +81,707	+35%	+$7.47M	13.12%	2
2022 Q2	$21.2M	Buy	+231,244	New	+$21.1M	9.49%	3

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

Retirement Capital Strategies's BIL Position: Q2 2026 in Review

Retirement Capital Strategies reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.64% in Q2 2026, selling an estimated $7.05K and leaving 11,949 shares worth $1.1M. The position accounts for 0.38% of the portfolio, ranked #41.

Retirement Capital Strategies first reported a position in BIL in Q2 2022 and has held it in 15 quarters since. The position peaked at $35.6M in Q1 2023. 1,295 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Retirement Capital Strategies held 11,949 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.1M as of Q2 2026.
Retirement Capital Strategies sold 77 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $7.05K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.38% of Retirement Capital Strategies's portfolio in Q2 2026, its #41 holding.
Retirement Capital Strategies first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2022 and has held it in 15 quarters since.
Retirement Capital Strategies's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $35.6M in Q1 2023.
1,295 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Retirement Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.