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

True Wealth Design’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	-58	Closed	-$5.32K	–	2682
2026 Q1	$5.32K	Buy	+58	New	+$5.31K	﹤0.01%	1189
2024 Q3	–	Sell	-14,404	Closed	-$1.32M	–	1281
2024 Q2	$1.32M	Buy	14,404 +3,007	+26%	+$275K	0.33%	27
2024 Q1	$1.05M	Sell	11,397 -2,232	-16%	-$204K	0.26%	31
2023 Q4	$1.25M	Buy	13,629 +4,037	+42%	+$370K	0.35%	27
2023 Q3	$881K	Sell	9,592 -138	-1%	-$12.6K	0.29%	28
2023 Q2	$893K	Sell	9,730 -11,484	-54%	-$1.05M	0.33%	38
2023 Q1	$1.95M	Buy	21,214 +9,234	+77%	+$846K	0.82%	21
2022 Q4	$1.1M	Buy	+11,980	New	+$1.1M	0.51%	24

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 Wealth Design's BIL Position: Q2 2026 in Review

True Wealth Design sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 58 shares — an estimated $5.32K sold.

True Wealth Design first reported a position in BIL in Q4 2022 and held it in 8 quarters. The position peaked at $1.95M in Q1 2023. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

True Wealth Design 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 Wealth Design sold 58 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $5.32K.
True Wealth Design first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and held it in 8 quarters.
True Wealth Design's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.95M in Q1 2023.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.