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

TPG 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	–	Sell	-8,749	Closed	-$802K	–	82
2026 Q1	$802K	Buy	+8,749	New	+$801K	0.26%	37
2020 Q3	–	Sell	-108,785	Closed	-$9.96M	–	37
2020 Q2	$9.96M	Sell	108,785 -36,210	-25%	-$3.31M	8.93%	3
2020 Q1	$13.3M	Buy	144,995 +2,587	+2%	+$237K	13.18%	1
2019 Q4	$13M	Buy	142,408 +1,623	+1%	+$149K	10.73%	1
2019 Q3	$12.9M	Sell	140,785 -186,257	-57%	-$17M	11.61%	1
2019 Q2	$29.9M	Buy	327,042 +197,750	+153%	+$18.1M	27.39%	1
2019 Q1	$11.8M	Buy	129,292 +32,333	+33%	+$2.96M	11.42%	1
2018 Q4	$8.87M	Buy	+96,959	New	+$8.87M	9.62%	3

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

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

TPG Financial Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 8,749 shares — an estimated $802K sold.

TPG Financial Advisors first reported a position in BIL in Q4 2018 and held it in 8 quarters. The position peaked at $29.9M in Q2 2019. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

TPG Financial 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.
TPG Financial Advisors sold 8,749 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $802K.
TPG Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and held it in 8 quarters.
TPG Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $29.9M in Q2 2019.
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 TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.