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

Sherman 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	$2.95M	Buy	32,219 +2,477	+8%	+$227K	2.22%	10
2026 Q1	$2.73M	Sell	29,742 -251	-0.8%	-$23K	2.34%	11
2025 Q4	$2.74M	Buy	+29,993	New	+$2.75M	2.38%	10

Other funds holding BIL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IPW

Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

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

Sherman Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 8.3% in Q2 2026, buying an estimated $227K and bringing the position to 32,219 shares worth $2.95M. The position accounts for 2.22% of the portfolio, ranked #10.

Sherman Wealth Management first reported a position in BIL in Q4 2025 and has held it in 3 quarters since. 903 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Sherman Wealth Management held 32,219 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.95M as of Q2 2026.
Sherman Wealth Management bought 2,477 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $227K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.22% of Sherman Wealth Management's portfolio in Q2 2026, its #10 holding.
Sherman Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2025 and has held it in 3 quarters since.
903 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

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