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

SteelPeak 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 		$1.33M Buy
14,557
+5,651
+63% +$517K 0.03% 281
2026
Q1 		$816K Sell
8,906
-8,033
-47% -$735K 0.02% 316
2025
Q4 		$1.55M Buy
16,939
+9,220
+119% +$844K 0.05% 238
2025
Q3 		$708K Sell
7,719
-408
-5% -$37.4K 0.02% 346
2025
Q2 		$745K Buy
8,127
+5,148
+173% +$471K 0.03% 315
2025
Q1 		$273K Sell
2,979
-1,297
-30% -$119K 0.01% 431
2024
Q4 		$391K Buy
4,276
+16
+0.4% +$1.47K 0.02% 370
2024
Q3 		$391K Buy
4,260
+212
+5% +$19.4K 0.02% 353
2024
Q2 		$372K Sell
4,048
-21
-0.5% -$1.92K 0.02% 352
2024
Q1 		$374K Buy
+4,069
New +$373K 0.02% 333
2023
Q3 		– Sell
-2,228
Closed -$205K – 452
2023
Q2 		$205K Buy
+2,228
New +$204K 0.01% 391
2023
Q1 		– Sell
-5,927
Closed -$542K – 392
2022
Q4 		$542K Buy
+5,927
New +$542K 0.04% 233

Other funds holding BIL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MW
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SteelPeak Wealth's BIL Position: Q2 2026 in Review

SteelPeak Wealth increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 63% in Q2 2026, buying an estimated $517K and bringing the position to 14,557 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #281.

SteelPeak Wealth first reported a position in BIL in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.55M in Q4 2025. 264 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • SteelPeak Wealth held 14,557 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.33M as of Q2 2026.
  • SteelPeak Wealth bought 5,651 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $517K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.03% of SteelPeak Wealth's portfolio in Q2 2026, its #281 holding.
  • SteelPeak Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 12 quarters since.
  • SteelPeak Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.55M in Q4 2025.
  • 264 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.