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

SkyOak 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	$1.58M	Sell	17,222 -3,087	-15%	-$283K	0.26%	72
2026 Q1	$1.86M	Sell	20,309 -9,293	-31%	-$850K	0.34%	66
2025 Q4	$2.71M	Sell	29,602 -7,160	-19%	-$655K	0.49%	55
2025 Q3	$3.37M	Buy	36,762 +12,219	+50%	+$1.12M	0.64%	40
2025 Q2	$2.25M	Buy	24,543 +9,613	+64%	+$880K	0.45%	58
2025 Q1	$1.37M	Sell	14,930 -7,693	-34%	-$705K	0.3%	67
2024 Q4	$2.07M	Buy	22,623 +229	+1%	+$21K	0.44%	58
2024 Q3	$2.06M	Buy	22,394 +16,522	+281%	+$1.51M	0.46%	58
2024 Q2	$539K	Buy	5,872 +402	+7%	+$36.8K	0.13%	112
2024 Q1	$502K	Sell	5,470 -1,260	-19%	-$115K	0.12%	122
2023 Q4	$615K	Buy	6,730 +4,238	+170%	+$388K	0.16%	102
2023 Q3	$229K	Buy	+2,492	New	+$228K	0.07%	204
2023 Q1	–	Sell	-11,865	Closed	-$1.09M	–	257
2022 Q4	$1.09M	Buy	+11,865	New	+$1.09M	0.36%	68

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

SkyOak Wealth's BIL Position: Q2 2026 in Review

SkyOak Wealth reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 15% in Q2 2026, selling an estimated $283K and leaving 17,222 shares worth $1.58M. The position accounts for 0.26% of the portfolio, ranked #72.

SkyOak Wealth first reported a position in BIL in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.37M in Q3 2025. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

SkyOak Wealth held 17,222 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.58M as of Q2 2026.
SkyOak Wealth sold 3,087 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $283K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.26% of SkyOak Wealth's portfolio in Q2 2026, its #72 holding.
SkyOak Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 13 quarters since.
SkyOak Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.37M in Q3 2025.
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 SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.