Second Half Financial Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Second Half Financial 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	$43M	Hold	469,315	–	–	17.63%	1
2026 Q1	$43M	Hold	469,315	–	–	19.36%	1
2025 Q4	$42.9M	Hold	469,315	–	–	19.04%	1
2025 Q3	$43.1M	Buy	469,315 +54,010	+13%	+$4.95M	18.97%	1
2025 Q2	$38.1M	Sell	415,305 -64,504	-13%	-$5.91M	17.95%	1
2025 Q1	$44M	Buy	479,809 +362,783	+310%	+$33.2M	21.82%	1
2024 Q4	$10.7M	Sell	117,026 -154,262	-57%	-$14.1M	5.23%	5
2024 Q3	$24.9M	Buy	271,288 +262	+0.1%	+$24K	13.2%	1
2024 Q2	$24.9M	Sell	271,026 -81,997	-23%	-$7.51M	19.91%	1
2024 Q1	$32.4M	Sell	353,023 -342,392	-49%	-$31.4M	14.41%	1
2023 Q4	$63.6M	Sell	695,415 -405,561	-37%	-$37.1M	31.36%	1
2023 Q3	$101M	Buy	1,100,976 +481,213	+78%	+$44.1M	50.35%	1
2023 Q2	$56.9M	Sell	619,763 -191,063	-24%	-$17.5M	13%	1
2023 Q1	$74.5M	Buy	+810,826	New	+$74.3M	44.15%	1

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

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

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Second Half Financial Partners's BIL Position: Q2 2026 in Review

Second Half Financial Partners held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q2 2026 at 469,315 shares worth $43M. The position accounts for 17.63% of the portfolio, ranked #1.

Second Half Financial Partners first reported a position in BIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $101M in Q3 2023. 228 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Second Half Financial Partners held 469,315 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $43M as of Q2 2026.
Second Half Financial Partners left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 17.63% of Second Half Financial Partners's portfolio in Q2 2026, its #1 holding.
Second Half Financial Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
Second Half Financial Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $101M in Q3 2023.
228 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.