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

Shore Point 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	$2.92M	Sell	31,891 -2,254	-7%	-$206K	1%	24
2026 Q1	$3.13M	Buy	34,145 +364	+1%	+$33.3K	1.24%	21
2025 Q4	$3.09M	Buy	33,781 +1,194	+4%	+$109K	1.31%	20
2025 Q3	$2.99M	Buy	32,587 +4,172	+15%	+$382K	1.32%	18
2025 Q2	$2.61M	Buy	28,415 +700	+3%	+$64.1K	1.25%	17
2025 Q1	$2.54M	Buy	27,715 +264	+1%	+$24.2K	1.35%	17
2024 Q4	$2.51M	Buy	27,451 +5,889	+27%	+$539K	1.35%	16
2024 Q3	$1.98M	Sell	21,562 -1,288	-6%	-$118K	1.06%	17
2024 Q2	$2.1M	Buy	22,850 +548	+2%	+$50.2K	1.19%	17
2024 Q1	$2.05M	Sell	22,302 -542	-2%	-$49.6K	1.17%	17
2023 Q4	$2.09M	Buy	+22,844	New	+$2.09M	1.29%	16

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

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 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

Shore Point Advisors's BIL Position: Q2 2026 in Review

Shore Point Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 6.6% in Q2 2026, selling an estimated $206K and leaving 31,891 shares worth $2.92M. The position accounts for 1% of the portfolio, ranked #24.

Shore Point Advisors first reported a position in BIL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.13M in Q1 2026. 228 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Shore Point Advisors held 31,891 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.92M as of Q2 2026.
Shore Point Advisors sold 2,254 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $206K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1% of Shore Point Advisors's portfolio in Q2 2026, its #24 holding.
Shore Point Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 11 quarters since.
Shore Point Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.13M in Q1 2026.
228 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.