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

SMART 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	$1.29M	Sell	14,130 -259	-2%	-$23.7K	0.28%	108
2026 Q1	$1.32M	Buy	+14,389	New	+$1.32M	0.39%	84
2023 Q1	–	Sell	-5,401	Closed	-$494K	–	71
2022 Q4	$494K	Buy	+5,401	New	+$494K	0.37%	51

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

SMART Wealth's BIL Position: Q2 2026 in Review

SMART Wealth reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.8% in Q2 2026, selling an estimated $23.7K and leaving 14,130 shares worth $1.29M. The position accounts for 0.28% of the portfolio, ranked #108.

SMART Wealth first reported a position in BIL in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.32M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

SMART Wealth held 14,130 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.29M as of Q2 2026.
SMART Wealth sold 259 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $23.7K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.28% of SMART Wealth's portfolio in Q2 2026, its #108 holding.
SMART Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 3 quarters since.
SMART Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.32M in Q1 2026.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

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