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 Q2	–	Sell	-2,207	Closed	-$202K	–	114
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 $1.89T 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

Talisman Wealth Advisors's BIL Position: Q2 2026 in Review

Talisman Wealth Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 2,207 shares — an estimated $202K sold.

Talisman Wealth Advisors first reported a position in BIL in Q4 2022 and held it in 14 quarters. The position peaked at $376K in Q4 2022. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Talisman Wealth Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
Talisman Wealth Advisors sold 2,207 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $202K.
Talisman Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and held it in 14 quarters.
Talisman Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $376K in Q4 2022.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.