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

TLWM Financial’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	$2.76M	Buy	30,162 +3,392	+13%	+$310K	0.45%	16
2026 Q1	$2.45M	Sell	26,770 -13,570	-34%	-$1.24M	0.44%	19
2025 Q4	$3.69M	Buy	40,340 +24,277	+151%	+$2.22M	0.67%	13
2025 Q3	$1.47M	Sell	16,063 -20,545	-56%	-$1.88M	0.26%	34
2025 Q2	$3.36M	Buy	36,608 +17,543	+92%	+$1.61M	0.64%	12
2025 Q1	$1.75M	Buy	19,065 +3,360	+21%	+$308K	0.35%	26
2024 Q4	$1.44M	Buy	15,705 +2,684	+21%	+$246K	0.28%	30
2024 Q3	$1.2M	Buy	13,021 +4,694	+56%	+$430K	0.24%	34
2024 Q2	$764K	Sell	8,327 -513	-6%	-$47K	0.16%	51
2024 Q1	$812K	Sell	8,840 -2,185	-20%	-$200K	0.18%	49
2023 Q4	$1.01M	Buy	11,025 +3,762	+52%	+$344K	0.24%	34
2023 Q3	$667K	Buy	7,263 +690	+10%	+$63.2K	0.18%	50
2023 Q2	$604K	Sell	6,573 -1,379	-17%	-$126K	0.17%	49
2023 Q1	$730K	Sell	7,952 -392,610	-98%	-$36M	0.23%	40
2022 Q4	$36.6M	Buy	400,562 +147,822	+58%	+$13.5M	13.29%	3
2022 Q3	$22.3M	Sell	252,740 -346,403	-58%	-$31.7M	9.82%	3
2022 Q2	$54.8M	Buy	+599,143	New	+$54.8M	21%	1
2020 Q2	–	Sell	-67,474	Closed	-$6.18M	–	58
2020 Q1	$6.18M	Buy	67,474 +54	+0.1%	+$4.94K	3.63%	9
2019 Q4	$6.17M	Buy	+67,420	New	+$6.17M	2.96%	11

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

TLWM Financial's BIL Position: Q2 2026 in Review

TLWM Financial increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 13% in Q2 2026, buying an estimated $310K and bringing the position to 30,162 shares worth $2.76M. The position accounts for 0.45% of the portfolio, ranked #16.

TLWM Financial first reported a position in BIL in Q4 2019 and has held it in 19 quarters since. The position peaked at $54.8M in Q2 2022. 258 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

TLWM Financial held 30,162 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $2.76M as of Q2 2026.
TLWM Financial bought 3,392 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $310K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.45% of TLWM Financial's portfolio in Q2 2026, its #16 holding.
TLWM Financial first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and has held it in 19 quarters since.
TLWM Financial's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $54.8M in Q2 2022.
258 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.