Turning Point Benefit Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Turning Point Benefit Group’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	$24.3M	Sell	265,621 -140,250	-35%	-$12.8M	10.45%	1
2026 Q1	$37.1M	Buy	405,871 +132,188	+48%	+$12.1M	23.64%	1
2025 Q4	$25M	Sell	273,683 -19,900	-7%	-$1.82M	13.06%	1
2025 Q3	$26.9M	Sell	293,583 -51,786	-15%	-$4.74M	16.2%	1
2025 Q2	$31.7M	Sell	345,369 -22,504	-6%	-$2.06M	23.99%	1
2025 Q1	$33.7M	Buy	367,873 +4,524	+1%	+$414K	31.47%	1
2024 Q4	$33.2M	Buy	+363,349	New	+$33.3M	31.59%	1

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

Turning Point Benefit Group's BIL Position: Q2 2026 in Review

Turning Point Benefit Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 35% in Q2 2026, selling an estimated $12.8M and leaving 265,621 shares worth $24.3M. The position accounts for 10.45% of the portfolio, ranked #1.

Turning Point Benefit Group first reported a position in BIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.1M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Turning Point Benefit Group held 265,621 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $24.3M as of Q2 2026.
Turning Point Benefit Group sold 140,250 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $12.8M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 10.45% of Turning Point Benefit Group's portfolio in Q2 2026, its #1 holding.
Turning Point Benefit Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
Turning Point Benefit Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $37.1M in Q1 2026.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.