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

Talisman Wealth Advisors’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 Q1	$202K	Sell	2,207 -849	-28%	-$77.7K	0.16%	98
2025 Q4	$279K	Sell	3,056 -265	-8%	-$24.3K	0.22%	84
2025 Q3	$305K	Buy	3,321 +26	+0.8%	+$2.38K	0.25%	81
2025 Q2	$302K	Buy	3,295 +974	+42%	+$89.2K	0.28%	81
2025 Q1	$213K	Sell	2,321 -155	-6%	-$14.2K	0.22%	100
2024 Q4	$226K	Sell	2,476 -537	-18%	-$49.2K	0.24%	95
2024 Q3	$277K	Sell	3,013 -734	-20%	-$67.3K	0.29%	81
2024 Q2	$344K	Buy	3,747 +816	+28%	+$74.8K	0.4%	63
2024 Q1	$269K	Sell	2,931 -284	-9%	-$26K	0.34%	75
2023 Q4	$294K	Sell	3,215 -431	-12%	-$39.5K	0.44%	68
2023 Q3	$335K	Sell	3,646 -7	-0.2%	-$641	0.58%	55
2023 Q2	$335K	Buy	3,653 +27	+0.7%	+$2.47K	0.57%	59
2023 Q1	$333K	Sell	3,626 -485	-12%	-$44.4K	0.6%	59
2022 Q4	$376K	Buy	+4,111	New	+$376K	0.8%	37

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Talisman Wealth Advisors's BIL Position: Q1 2026 in Review

Talisman Wealth Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 28% in Q1 2026, selling an estimated $77.7K and leaving 2,207 shares worth $202K. The position accounts for 0.16% of the portfolio, ranked #98.

Talisman Wealth Advisors first reported a position in BIL in Q4 2022 and has held it in 14 quarters since. The position peaked at $376K in Q4 2022. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Talisman Wealth Advisors held 2,207 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $202K as of Q1 2026.
Talisman Wealth Advisors sold 849 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $77.7K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.16% of Talisman Wealth Advisors's portfolio in Q1 2026, its #98 holding.
Talisman Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 14 quarters since.
Talisman Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $376K in Q4 2022.
1,309 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.