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

Simplicity Wealth’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	$5.42M	Sell	59,139 -29,404	-33%	-$2.69M	0.18%	124
2026 Q1	$8.11M	Buy	88,543 +121	+0.1%	+$11.1K	0.46%	47
2025 Q4	$8.08M	Buy	88,422 +1,225	+1%	+$112K	0.48%	45
2025 Q3	$8M	Buy	87,197 +65,504	+302%	+$6M	0.46%	41
2025 Q2	$1.99M	Sell	21,693 -88,889	-80%	-$8.14M	0.08%	218
2025 Q1	$10.1M	Buy	110,582 +95,873	+652%	+$8.78M	0.79%	20
2024 Q4	$1.34M	Buy	14,709 +1,645	+13%	+$151K	0.28%	66
2024 Q3	$1.2M	Sell	13,064 -175,921	-93%	-$16.1M	0.11%	165
2024 Q2	$17.3M	Buy	188,985 +3,367	+2%	+$308K	0.39%	45
2024 Q1	$17M	Buy	+185,618	New	+$17M	0.41%	42
2023 Q3	–	Sell	-3,215	Closed	-$295K	–	94
2023 Q2	$295K	Buy	+3,215	New	+$295K	0.18%	61

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

Simplicity Wealth's BIL Position: Q2 2026 in Review

Simplicity Wealth reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 33% in Q2 2026, selling an estimated $2.69M and leaving 59,139 shares worth $5.42M. The position accounts for 0.18% of the portfolio, ranked #124.

Simplicity Wealth first reported a position in BIL in Q2 2023 and has held it in 11 quarters since. The position peaked at $17.3M in Q2 2024. 1,292 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Simplicity Wealth held 59,139 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $5.42M as of Q2 2026.
Simplicity Wealth sold 29,404 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.69M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.18% of Simplicity Wealth's portfolio in Q2 2026, its #124 holding.
Simplicity Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 11 quarters since.
Simplicity Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $17.3M in Q2 2024.
1,292 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.