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

Sagespring Wealth Partners’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	$4.03M	Buy	43,971 +11,037	+34%	+$1.01M	0.06%	146
2026 Q1	$3.02M	Sell	32,934 -12,618	-28%	-$1.15M	0.06%	159
2025 Q4	$4.16M	Buy	45,552 +3,294	+8%	+$302K	0.08%	126
2025 Q3	$3.88M	Buy	42,258 +2,537	+6%	+$232K	0.08%	129
2025 Q2	$3.64M	Sell	39,721 -8,281	-17%	-$758K	0.08%	128
2025 Q1	$4.4M	Buy	48,002 +3,809	+9%	+$349K	0.11%	101
2024 Q4	$4.04M	Buy	+44,193	New	+$4.05M	0.11%	91

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

Sagespring Wealth Partners's BIL Position: Q2 2026 in Review

Sagespring Wealth Partners increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 34% in Q2 2026, buying an estimated $1.01M and bringing the position to 43,971 shares worth $4.03M. The position accounts for 0.06% of the portfolio, ranked #146.

Sagespring Wealth Partners first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.4M in Q1 2025. 1,295 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Sagespring Wealth Partners held 43,971 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $4.03M as of Q2 2026.
Sagespring Wealth Partners bought 11,037 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.01M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.06% of Sagespring Wealth Partners's portfolio in Q2 2026, its #146 holding.
Sagespring Wealth Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $4.4M in Q1 2025.
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 Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.