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

Triad 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	–	Sell	-4,073	Closed	-$373K	–	561
2026 Q1	$373K	Sell	4,073 -3,089	-43%	-$283K	0.03%	347
2025 Q4	$654K	Buy	7,162 +126	+2%	+$11.5K	0.06%	212
2025 Q3	$646K	Buy	+7,036	New	+$645K	0.08%	170
2024 Q3	–	Sell	-452	Closed	-$41.5K	–	145
2024 Q2	$41.5K	Buy	+452	New	+$41.4K	0.02%	254

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

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

Triad Wealth Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 4,073 shares — an estimated $373K sold.

Triad Wealth Partners first reported a position in BIL in Q2 2024 and held it in 4 quarters. The position peaked at $654K in Q4 2025. 1,295 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Triad Wealth Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
Triad Wealth Partners sold 4,073 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $373K.
Triad Wealth Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and held it in 4 quarters.
Triad Wealth Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $654K in Q4 2025.
1,295 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.