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

Serenus 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	$1.62M	Buy	17,724 +59	+0.3%	+$5.4K	0.28%	21
2026 Q1	$1.62M	Buy	17,665 +38	+0.2%	+$3.48K	0.32%	21
2025 Q4	$1.61M	Buy	17,627 +91	+0.5%	+$8.33K	0.31%	21
2025 Q3	$1.61M	Buy	17,536 +68	+0.4%	+$6.23K	0.27%	21
2025 Q2	$1.6M	Buy	17,468 +68	+0.4%	+$6.23K	0.27%	20
2025 Q1	$1.6M	Buy	17,400 +43	+0.2%	+$3.94K	0.26%	20
2024 Q4	$1.59M	Buy	+17,357	New	+$1.59M	0.28%	21

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

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

Serenus Wealth Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.33% in Q2 2026, buying an estimated $5.4K and bringing the position to 17,724 shares worth $1.62M. The position accounts for 0.28% of the portfolio, ranked #21.

Serenus Wealth Advisors first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Serenus Wealth Advisors held 17,724 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.62M as of Q2 2026.
Serenus Wealth Advisors bought 59 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $5.4K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.28% of Serenus Wealth Advisors's portfolio in Q2 2026, its #21 holding.
Serenus Wealth Advisors 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.
1,290 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.