True Wealth Design’s BILL Holdings BILL Stock Holding History

True Wealth Design’s Portfolio BILL Stock Details BILL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.73K	Sell	103 -13	-11%	-$479	﹤0.01%	1448
2026 Q1	$4.44K	Buy	+116	New	+$5.19K	﹤0.01%	1247
2025 Q4	–	Sell	-1	Closed	-$53	–	2587
2025 Q3	$53	Hold	1	–	–	﹤0.01%	2563
2025 Q2	$47	Sell	1 -2	-67%	-$88	﹤0.01%	2392
2025 Q1	$138	Buy	+3	New	+$202	﹤0.01%	2093
2024 Q2	–	Sell	-5	Closed	-$344	–	784
2024 Q1	$344	Buy	5 +3	+150%	+$210	﹤0.01%	691
2023 Q4	$164	Hold	2	–	–	﹤0.01%	702
2023 Q3	$218	Buy	2 +1	+100%	+$114	﹤0.01%	621
2023 Q2	$117	Hold	1	–	–	﹤0.01%	711
2023 Q1	$82	Hold	1	–	–	﹤0.01%	804
2022 Q4	$109	Buy	+1	New	+$120	﹤0.01%	730

Other funds holding BILL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ECH

ER Collective Holdings Washington, District of Columbia $308M AUM

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

True Wealth Design's BILL Position: Q2 2026 in Review

True Wealth Design reduced its BILL Holdings (BILL) stake by 11% in Q2 2026, selling an estimated $479 and leaving 103 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

True Wealth Design first reported a position in BILL in Q4 2022 and has held it in 11 quarters since. The position peaked at $4.44K in Q1 2026. 340 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

True Wealth Design held 103 shares of BILL Holdings worth $3.73K as of Q2 2026.
True Wealth Design sold 13 BILL Holdings shares in Q2 2026, an estimated $479.
BILL Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1448 holding.
True Wealth Design first reported a position in BILL Holdings in Q4 2022 and has held it in 11 quarters since.
True Wealth Design's BILL Holdings position peaked at $4.44K in Q1 2026.
340 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

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