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

SFG 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	$422K	Buy	4,607 +37	+0.8%	+$3.39K	0.15%	83
2026 Q1	$419K	Sell	4,570 -98	-2%	-$8.97K	0.17%	71
2025 Q4	$427K	Buy	4,668 +311	+7%	+$28.5K	0.17%	87
2025 Q3	$400K	Buy	+4,357	New	+$399K	0.17%	89
2025 Q2	–	Sell	-4,318	Closed	-$396K	–	87
2025 Q1	$396K	Buy	4,318 +23	+0.5%	+$2.11K	0.19%	87
2024 Q4	$393K	Buy	4,295 +59	+1%	+$5.4K	0.21%	67
2024 Q3	$389K	Buy	4,236 +108	+3%	+$9.9K	0.21%	67
2024 Q2	$379K	Buy	4,128 +53	+1%	+$4.86K	0.22%	66
2024 Q1	$374K	Buy	4,075 +31	+0.8%	+$2.84K	0.22%	65
2023 Q4	$370K	Sell	4,044 -454	-10%	-$41.6K	0.25%	59
2023 Q3	$413K	Buy	4,498 +579	+15%	+$53.1K	0.33%	52
2023 Q2	$360K	Buy	3,919 +47	+1%	+$4.31K	0.3%	59
2023 Q1	$356K	Buy	3,872 +25	+0.6%	+$2.29K	0.39%	45
2022 Q4	$352K	Buy	3,847 +37	+1%	+$3.39K	0.43%	47
2022 Q3	$349K	Sell	3,810 -13,049	-77%	-$1.19M	0.47%	47
2022 Q2	$1.54M	Buy	+16,859	New	+$1.54M	1.8%	20

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

SFG Wealth Management's BIL Position: Q2 2026 in Review

SFG Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.81% in Q2 2026, buying an estimated $3.39K and bringing the position to 4,607 shares worth $422K. The position accounts for 0.15% of the portfolio, ranked #83.

SFG Wealth Management first reported a position in BIL in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.54M in Q2 2022. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

SFG Wealth Management held 4,607 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $422K as of Q2 2026.
SFG Wealth Management bought 37 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $3.39K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.15% of SFG Wealth Management's portfolio in Q2 2026, its #83 holding.
SFG Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2022 and has held it in 16 quarters since.
SFG Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.54M in Q2 2022.
1,289 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

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