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

True Link 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	-32	Closed	-$2.93K	–	130
2026 Q1	$2.93K	Buy	+32	New	+$2.93K	﹤0.01%	398
2025 Q2	–	Sell	-2,412	Closed	-$221K	–	90
2025 Q1	$221K	Buy	+2,412	New	+$221K	0.02%	85
2024 Q1	–	Sell	-17,820	Closed	-$1.63M	–	64
2023 Q4	$1.63M	Sell	17,820 -130	-0.7%	-$11.9K	0.18%	21
2023 Q3	$1.65M	Sell	17,950 -200	-1%	-$18.3K	0.2%	30
2023 Q2	$1.67M	Sell	18,150 -222	-1%	-$20.3K	0.2%	31
2023 Q1	$1.69M	Hold	18,372	–	–	0.21%	32
2022 Q4	$1.68M	Hold	18,372	–	–	0.23%	31
2022 Q3	$1.68M	Hold	18,372	–	–	0.24%	34
2022 Q2	$1.68M	Hold	18,372	–	–	0.25%	41
2022 Q1	$1.68M	Sell	18,372 -15,545	-46%	-$1.42M	0.24%	44
2021 Q4	$3.1M	Buy	33,917 +742	+2%	+$67.8K	0.41%	21
2021 Q3	$3.03M	Buy	33,175 +3,024	+10%	+$277K	0.42%	22
2021 Q2	$2.76M	Buy	30,151 +3,000	+11%	+$274K	0.4%	26
2021 Q1	$2.48M	Buy	27,151 +2,701	+11%	+$247K	0.36%	32
2020 Q4	$2.24M	Buy	+24,450	New	+$2.24M	0.35%	37

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

True Link Financial Advisors's BIL Position: Q2 2026 in Review

True Link Financial Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 32 shares — an estimated $2.93K sold.

True Link Financial Advisors first reported a position in BIL in Q4 2020 and held it in 15 quarters. The position peaked at $3.1M in Q4 2021. 1,288 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

True Link 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.
True Link Financial Advisors sold 32 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.93K.
True Link Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and held it in 15 quarters.
True Link Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.1M in Q4 2021.
1,288 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.