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

Sax Wealth Advisors’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	$534K	Buy	5,825 +1,318	+29%	+$121K	0.02%	328
2026 Q1	$412K	Sell	4,507 -117,307	-96%	-$10.7M	0.02%	324
2025 Q4	$11.1M	Buy	121,814 +110,079	+938%	+$10.1M	0.52%	31
2025 Q3	$1.08M	Buy	11,735 +5,789	+97%	+$530K	0.06%	177
2025 Q2	$545K	Sell	5,946 -2,222	-27%	-$203K	0.03%	243
2025 Q1	$749K	Buy	+8,168	New	+$748K	0.05%	171

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Sax Wealth Advisors's BIL Position: Q2 2026 in Review

Sax Wealth Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 29% in Q2 2026, buying an estimated $121K and bringing the position to 5,825 shares worth $534K. The position accounts for 0.02% of the portfolio, ranked #328.

Sax Wealth Advisors first reported a position in BIL in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.1M in Q4 2025. 294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Sax Wealth Advisors held 5,825 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $534K as of Q2 2026.
Sax Wealth Advisors bought 1,318 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $121K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #328 holding.
Sax Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2025 and has held it in 6 quarters since.
Sax Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $11.1M in Q4 2025.
294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.