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

Teamwork Financial 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	$37.2M	Buy	405,781 +159,679	+65%	+$14.6M	3.37%	3
2026 Q1	$22.6M	Sell	246,102 -46,247	-16%	-$4.23M	2.38%	6
2025 Q4	$26.7M	Sell	292,349 -92,885	-24%	-$8.5M	2.7%	5
2025 Q3	$35.3M	Sell	385,234 -159,181	-29%	-$14.6M	3.64%	3
2025 Q2	$49.9M	Buy	544,415 +339,796	+166%	+$31.1M	5.79%	2
2025 Q1	$18.8M	Buy	204,619 +7,223	+4%	+$662K	2.5%	14
2024 Q4	$18M	Buy	197,396 +1,507	+0.8%	+$138K	2.34%	15
2024 Q3	$18M	Buy	195,889 +61,968	+46%	+$5.68M	2.49%	10
2024 Q2	$12.3M	Buy	133,921 +33,025	+33%	+$3.03M	1.82%	24
2024 Q1	$9.26M	Sell	100,896 -177,341	-64%	-$16.2M	1.42%	27
2023 Q4	$25.4M	Sell	278,237 -137,303	-33%	-$12.6M	4.36%	3
2023 Q3	$38.2M	Buy	415,540 +30,533	+8%	+$2.8M	6.23%	2
2023 Q2	$35.4M	Buy	385,007 +246,958	+179%	+$22.6M	5.75%	3
2023 Q1	$12.7M	Buy	138,049 +120,375	+681%	+$11M	2.34%	6
2022 Q4	$1.62M	Buy	17,674 +4,100	+30%	+$375K	0.33%	49
2022 Q3	$1.24M	Sell	13,574 -4,428	-25%	-$405K	0.27%	59
2022 Q2	$1.65M	Buy	+18,002	New	+$1.65M	0.36%	58
2021 Q4	–	Sell	-2,534	Closed	-$232K	–	294
2021 Q3	$232K	Buy	+2,534	New	+$232K	0.05%	248
2021 Q2	–	Sell	-3,329	Closed	-$305K	–	244
2021 Q1	$305K	Sell	3,329 -239	-7%	-$21.9K	0.07%	188
2020 Q4	$327K	Hold	3,568	–	–	0.08%	157
2020 Q3	$327K	Buy	3,568 +1,300	+57%	+$119K	0.1%	137
2020 Q2	$208K	Buy	+2,268	New	+$208K	0.07%	175

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

Teamwork Financial Advisors's BIL Position: Q2 2026 in Review

Teamwork Financial Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 65% in Q2 2026, buying an estimated $14.6M and bringing the position to 405,781 shares worth $37.2M. The position accounts for 3.37% of the portfolio, ranked #3.

Teamwork Financial Advisors first reported a position in BIL in Q2 2020 and has held it in 22 quarters since. The position peaked at $49.9M in Q2 2025. 228 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Teamwork Financial Advisors held 405,781 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $37.2M as of Q2 2026.
Teamwork Financial Advisors bought 159,679 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $14.6M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 3.37% of Teamwork Financial Advisors's portfolio in Q2 2026, its #3 holding.
Teamwork Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2020 and has held it in 22 quarters since.
Teamwork Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $49.9M in Q2 2025.
228 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.