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

TriaGen Wealth Management’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 Q3	$5.7M	Buy	62,193 +13,499	+28%	+$1.24M	1.38%	12
2026 Q2	$4.46M	Buy	48,694 +12,994	+36%	+$1.19M	1.12%	15
2026 Q1	$3.27M	Buy	35,700 +30,274	+558%	+$2.77M	0.89%	20
2025 Q4	$496K	Buy	+5,426	New	+$497K	0.13%	119
2025 Q2	–	Sell	-2,932	Closed	-$269K	–	175
2025 Q1	$269K	Sell	2,932 -44	-1%	-$4.03K	0.09%	142
2024 Q4	$272K	Sell	2,976 -310	-9%	-$28.4K	0.09%	147
2024 Q3	$302K	Sell	3,286 -270	-8%	-$24.7K	0.1%	142
2024 Q2	$326K	Sell	3,556 -367	-9%	-$33.6K	0.13%	127
2024 Q1	$360K	Sell	3,923 -91	-2%	-$8.34K	0.15%	119
2023 Q4	$367K	Sell	4,014 -2,385	-37%	-$218K	0.17%	112
2023 Q3	$588K	Buy	6,399 +77	+1%	+$7.06K	0.3%	76
2023 Q2	$580K	Sell	6,322 -322	-5%	-$29.5K	0.27%	89
2023 Q1	$610K	Buy	6,644 +313	+5%	+$28.7K	0.31%	81
2022 Q4	$579K	Sell	6,331 -1,499	-19%	-$137K	0.32%	83
2022 Q3	$717K	Sell	7,830 -379	-5%	-$34.7K	0.4%	66
2022 Q2	$751K	Sell	8,209 -390	-5%	-$35.7K	0.53%	56
2022 Q1	$786K	Sell	8,599 -1,661	-16%	-$152K	0.41%	73
2021 Q4	$938K	Sell	10,260 -1,504	-13%	-$138K	0.46%	69
2021 Q3	$1.08M	Sell	11,764 -774	-6%	-$70.8K	0.59%	63
2021 Q2	$1.15M	Sell	12,538 -10,174	-45%	-$931K	0.59%	61
2021 Q1	$2.08M	Sell	22,712 -5,539	-20%	-$507K	1.19%	21
2020 Q4	$2.59M	Buy	+28,251	New	+$2.59M	1.52%	12

Other funds holding BIL

IAG

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

SFL

Scheeler Financial LLC West Chester, Ohio $132M AUM

HFA

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TriaGen Wealth Management's BIL Position: Q3 2026 in Review

TriaGen Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 28% in Q3 2026, buying an estimated $1.24M and bringing the position to 62,193 shares worth $5.7M. The position accounts for 1.38% of the portfolio, ranked #12.

TriaGen Wealth Management first reported a position in BIL in Q4 2020 and has held it in 22 quarters since. 150 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

TriaGen Wealth Management held 62,193 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $5.7M as of Q3 2026.
TriaGen Wealth Management bought 13,499 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $1.24M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.38% of TriaGen Wealth Management's portfolio in Q3 2026, its #12 holding.
TriaGen Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and has held it in 22 quarters since.
150 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on TriaGen Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.