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

RF&L 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	$244K	Sell	2,665 -580	-18%	-$53.1K	0.17%	47
2026 Q1	$297K	Sell	3,245 -60	-2%	-$5.49K	0.22%	45
2025 Q4	$302K	Sell	3,305 -1,150	-26%	-$105K	0.17%	58
2025 Q3	$409K	Buy	+4,455	New	+$408K	0.24%	49

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

RF&L Wealth Management's BIL Position: Q2 2026 in Review

RF&L Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 18% in Q2 2026, selling an estimated $53.1K and leaving 2,665 shares worth $244K. The position accounts for 0.17% of the portfolio, ranked #47.

RF&L Wealth Management first reported a position in BIL in Q3 2025 and has held it in 4 quarters since. The position peaked at $409K in Q3 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

RF&L Wealth Management held 2,665 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $244K as of Q2 2026.
RF&L Wealth Management sold 580 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $53.1K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.17% of RF&L Wealth Management's portfolio in Q2 2026, its #47 holding.
RF&L Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2025 and has held it in 4 quarters since.
RF&L Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $409K in Q3 2025.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on RF&L Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.