Stonehaven Wealth & Tax Solutions’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$473K	Sell	5,159 -2,473	-32%	-$226K	0.38%	49
2026 Q1	$699K	Buy	7,632 +1,206	+19%	+$110K	0.62%	33
2025 Q4	$587K	Buy	6,426 +197	+3%	+$18K	0.53%	35
2025 Q3	$572K	Buy	6,229 +362	+6%	+$33.2K	0.53%	34
2025 Q2	$538K	Buy	+5,867	New	+$537K	0.53%	34

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

Stonehaven Wealth & Tax Solutions's BIL Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 32% in Q2 2026, selling an estimated $226K and leaving 5,159 shares worth $473K. The position accounts for 0.38% of the portfolio, ranked #49.

Stonehaven Wealth & Tax Solutions first reported a position in BIL in Q2 2025 and has held it in 5 quarters since. The position peaked at $699K in Q1 2026. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 5,159 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $473K as of Q2 2026.
Stonehaven Wealth & Tax Solutions sold 2,473 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $226K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.38% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #49 holding.
Stonehaven Wealth & Tax Solutions first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2025 and has held it in 5 quarters since.
Stonehaven Wealth & Tax Solutions's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $699K in Q1 2026.
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 Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.