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

Tempus Wealth Planning’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	$3.37M	Sell	36,767 -42,455	-54%	-$3.89M	0.66%	32
2026 Q1	$7.26M	Buy	79,222 +27,055	+52%	+$2.48M	1.67%	10
2025 Q4	$4.77M	Sell	52,167 -1,039	-2%	-$95.1K	1.09%	19
2025 Q3	$4.88M	Sell	53,206 -4,233	-7%	-$388K	1.12%	19
2025 Q2	$5.27M	Buy	57,439 +1,834	+3%	+$168K	1.31%	16
2025 Q1	$5.1M	Sell	55,605 -22,087	-28%	-$2.02M	1.52%	11
2024 Q4	$7.1M	Sell	77,692 -3,615	-4%	-$331K	2.17%	6
2024 Q3	$7.46M	Sell	81,307 -7,943	-9%	-$728K	2.73%	5
2024 Q2	$8.19M	Buy	89,250 +1,884	+2%	+$173K	3.42%	4
2024 Q1	$8.02M	Buy	87,366 +31,220	+56%	+$2.86M	3.53%	3
2023 Q4	$5.13M	Buy	+56,146	New	+$5.14M	2.25%	8
2020 Q1	–	Sell	-314,345	Closed	-$28.7M	–	62
2019 Q4	$28.7M	Buy	+314,345	New	+$28.8M	25.35%	1

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

Tempus Wealth Planning's BIL Position: Q2 2026 in Review

Tempus Wealth Planning reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 54% in Q2 2026, selling an estimated $3.89M and leaving 36,767 shares worth $3.37M. The position accounts for 0.66% of the portfolio, ranked #32.

Tempus Wealth Planning first reported a position in BIL in Q4 2019 and has held it in 12 quarters since. The position peaked at $28.7M in Q4 2019. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Tempus Wealth Planning held 36,767 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.37M as of Q2 2026.
Tempus Wealth Planning sold 42,455 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $3.89M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.66% of Tempus Wealth Planning's portfolio in Q2 2026, its #32 holding.
Tempus Wealth Planning first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and has held it in 12 quarters since.
Tempus Wealth Planning's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $28.7M in Q4 2019.
1,289 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.