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

SWMG LLC’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	$1.74M	Buy	19,030 +15,949	+518%	+$1.46M	0.41%	27
2026 Q1	$282K	Sell	3,081 -2,243	-42%	-$205K	0.08%	96
2025 Q4	$487K	Buy	5,324 +1,370	+35%	+$125K	0.14%	69
2025 Q3	$362K	Buy	3,954 +758	+24%	+$69.4K	0.11%	84
2025 Q2	$293K	Sell	3,196 -22,530	-88%	-$2.06M	0.1%	98
2025 Q1	$2.36M	Buy	+25,726	New	+$2.36M	0.94%	23
2023 Q4	–	Sell	-3,286	Closed	-$302K	–	98
2023 Q3	$302K	Buy	3,286 +920	+39%	+$84.3K	0.16%	78
2023 Q2	$217K	Buy	+2,366	New	+$217K	0.11%	88

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SWMG LLC's BIL Position: Q2 2026 in Review

SWMG LLC increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 518% in Q2 2026, buying an estimated $1.46M and bringing the position to 19,030 shares worth $1.74M. The position accounts for 0.41% of the portfolio, ranked #27.

SWMG LLC first reported a position in BIL in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.36M in Q1 2025. 294 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

SWMG LLC held 19,030 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.74M as of Q2 2026.
SWMG LLC bought 15,949 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.46M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.41% of SWMG LLC's portfolio in Q2 2026, its #27 holding.
SWMG LLC first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 8 quarters since.
SWMG LLC's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.36M in Q1 2025.
294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.