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

Tower Wealth Partners’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	$396K	Buy	4,323 +931	+27%	+$85.2K	0.2%	57
2026 Q1	$311K	Sell	3,392 -1,449	-30%	-$133K	0.17%	62
2025 Q4	$442K	Buy	4,841 +117	+2%	+$10.7K	0.24%	49
2025 Q3	$433K	Buy	4,724 +1,192	+34%	+$109K	0.24%	47
2025 Q2	$324K	Sell	3,532 -2,365	-40%	-$217K	0.19%	57
2025 Q1	$541K	Buy	5,897 +409	+7%	+$37.5K	0.29%	33
2024 Q4	$502K	Buy	5,488 +1,655	+43%	+$152K	0.26%	35
2024 Q3	$352K	Sell	3,833 -2,756	-42%	-$253K	0.2%	47
2024 Q2	$605K	Buy	6,589 +894	+16%	+$81.9K	0.37%	27
2024 Q1	$523K	Buy	5,695 +687	+14%	+$62.9K	0.34%	32
2023 Q4	$458K	Sell	5,008 -955	-16%	-$87.4K	0.32%	34
2023 Q3	$548K	Buy	5,963 +1,753	+42%	+$161K	0.45%	29
2023 Q2	$387K	Buy	4,210 +740	+21%	+$67.8K	0.31%	36
2023 Q1	$319K	Buy	+3,470	New	+$318K	0.27%	41

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

Tower Wealth Partners's BIL Position: Q2 2026 in Review

Tower Wealth Partners increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 27% in Q2 2026, buying an estimated $85.2K and bringing the position to 4,323 shares worth $396K. The position accounts for 0.2% of the portfolio, ranked #57.

Tower Wealth Partners first reported a position in BIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $605K in Q2 2024. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Tower Wealth Partners held 4,323 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $396K as of Q2 2026.
Tower Wealth Partners bought 931 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $85.2K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.2% of Tower Wealth Partners's portfolio in Q2 2026, its #57 holding.
Tower Wealth Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
Tower Wealth Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $605K in Q2 2024.
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 Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.