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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$4.31M Buy
47,028
+14,809
+46% +$1.36M 3.06% 7
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

Sherman Wealth Management's BIL Position: Q3 2026 in Review

Sherman Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 46% in Q3 2026, buying an estimated $1.36M and bringing the position to 47,028 shares worth $4.31M. The position accounts for 3.06% of the portfolio, ranked #7.

Sherman Wealth Management first reported a position in BIL in Q4 2025 and has held it in 4 quarters since. 1,146 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

  • Sherman Wealth Management held 47,028 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $4.31M as of Q3 2026.
  • Sherman Wealth Management bought 14,809 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $1.36M.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 3.06% of Sherman Wealth Management's portfolio in Q3 2026, its #7 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 4 quarters since.
  • 1,146 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Sherman Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.