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

SpringVest Wealth Management’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	$395K	Buy	4,310 +654	+18%	+$59.9K	0.25%	53
2026 Q1	$335K	Sell	3,656 -522	-12%	-$47.8K	0.23%	51
2025 Q4	$382K	Sell	4,178 -797	-16%	-$73K	0.27%	45
2025 Q3	$456K	Sell	4,975 -7,185	-59%	-$658K	0.34%	44
2025 Q2	$1.12M	Sell	12,160 -3,825	-24%	-$350K	0.9%	20
2025 Q1	$1.47M	Buy	+15,985	New	+$1.46M	1.22%	18

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

SpringVest Wealth Management's BIL Position: Q2 2026 in Review

SpringVest Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 18% in Q2 2026, buying an estimated $59.9K and bringing the position to 4,310 shares worth $395K. The position accounts for 0.25% of the portfolio, ranked #53.

SpringVest Wealth Management first reported a position in BIL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.47M in Q1 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

SpringVest Wealth Management held 4,310 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $395K as of Q2 2026.
SpringVest Wealth Management bought 654 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $59.9K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.25% of SpringVest Wealth Management's portfolio in Q2 2026, its #53 holding.
SpringVest Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2025 and has held it in 6 quarters since.
SpringVest Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.47M in Q1 2025.
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 SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.