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

Strait & Sound 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	$1.69M	Buy	18,456 +7,960	+76%	+$729K	0.59%	44
2026 Q1	$962K	Buy	10,496 +1,450	+16%	+$133K	0.36%	63
2025 Q4	$827K	Sell	9,046 -1,189	-12%	-$109K	0.31%	69
2025 Q3	$939K	Sell	10,235 -2,096	-17%	-$192K	0.36%	61
2025 Q2	$1.13M	Buy	12,331 +4,413	+56%	+$404K	0.48%	49
2025 Q1	$726K	Sell	7,918 -2,059	-21%	-$189K	0.34%	66
2024 Q4	$912K	Sell	9,977 -188	-2%	-$17.2K	0.42%	42
2024 Q3	$933K	Buy	10,165 +6,531	+180%	+$598K	0.45%	39
2024 Q2	$334K	Buy	+3,634	New	+$333K	0.17%	97

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

Strait & Sound Wealth Management's BIL Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 76% in Q2 2026, buying an estimated $729K and bringing the position to 18,456 shares worth $1.69M. The position accounts for 0.59% of the portfolio, ranked #44.

Strait & Sound Wealth Management first reported a position in BIL in Q2 2024 and has held it in 9 quarters since. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Strait & Sound Wealth Management held 18,456 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.69M as of Q2 2026.
Strait & Sound Wealth Management bought 7,960 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $729K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.59% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #44 holding.
Strait & Sound Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and has held it in 9 quarters since.
1,290 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.