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

Traphagen Investment 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	$575K	Buy	6,273 +18	+0.3%	+$1.65K	0.04%	124
2026 Q1	$573K	Sell	6,255 -2,354	-27%	-$215K	0.05%	115
2025 Q4	$787K	Buy	8,609 +2,281	+36%	+$209K	0.06%	90
2025 Q3	$581K	Sell	6,328 -2,626	-29%	-$241K	0.05%	109
2025 Q2	$821K	Sell	8,954 -2,967	-25%	-$272K	0.08%	84
2025 Q1	$1.09M	Sell	11,921 -1,552	-12%	-$142K	0.11%	66
2024 Q4	$1.23M	Sell	13,473 -4,058	-23%	-$372K	0.13%	60
2024 Q3	$1.61M	Sell	17,531 -6,361	-27%	-$583K	0.16%	49
2024 Q2	$2.19M	Sell	23,892 -6,503	-21%	-$596K	0.24%	41
2024 Q1	$2.79M	Sell	30,395 -3,737	-11%	-$342K	0.3%	35
2023 Q4	$3.12M	Sell	34,132 -2,193	-6%	-$201K	0.37%	31
2023 Q3	$3.34M	Buy	+36,325	New	+$3.33M	0.42%	26

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

Traphagen Investment Advisors's BIL Position: Q2 2026 in Review

Traphagen Investment Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 0.29% in Q2 2026, buying an estimated $1.65K and bringing the position to 6,273 shares worth $575K. The position accounts for 0.04% of the portfolio, ranked #124.

Traphagen Investment Advisors first reported a position in BIL in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.34M in Q3 2023. 1,300 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Traphagen Investment Advisors held 6,273 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $575K as of Q2 2026.
Traphagen Investment Advisors bought 18 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.65K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.04% of Traphagen Investment Advisors's portfolio in Q2 2026, its #124 holding.
Traphagen Investment Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023 and has held it in 12 quarters since.
Traphagen Investment Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.34M in Q3 2023.
1,300 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.