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 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

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

TriaGen Wealth Management's BIL Position: Q2 2026 in Review

TriaGen Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 36% in Q2 2026, buying an estimated $1.19M and bringing the position to 48,694 shares worth $4.46M. The position accounts for 1.12% of the portfolio, ranked #15.

TriaGen Wealth Management first reported a position in BIL in Q4 2020 and has held it in 21 quarters since. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

TriaGen Wealth Management held 48,694 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $4.46M as of Q2 2026.
TriaGen Wealth Management bought 12,994 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.19M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.12% of TriaGen Wealth Management's portfolio in Q2 2026, its #15 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 21 quarters since.
1,290 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.