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

Unique Wealth Strategies’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 		$4.8M Buy
52,342
+2,342
+5% +$214K 1.74% 12
2026
Q1 		$4.58M Buy
+50,000
New +$4.58M 1.86% 9
2024
Q4 		– Sell
-10,950
Closed -$1.01M – 193
2024
Q3 		$1.01M Buy
+10,950
New +$1M 0.42% 60

Other funds holding BIL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Unique Wealth Strategies's BIL Position: Q2 2026 in Review

Unique Wealth Strategies increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4.7% in Q2 2026, buying an estimated $214K and bringing the position to 52,342 shares worth $4.8M. The position accounts for 1.74% of the portfolio, ranked #12.

Unique Wealth Strategies first reported a position in BIL in Q3 2024 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Unique Wealth Strategies held 52,342 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $4.8M as of Q2 2026.
  • Unique Wealth Strategies bought 2,342 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $214K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.74% of Unique Wealth Strategies's portfolio in Q2 2026, its #12 holding.
  • Unique Wealth Strategies first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2024 and has held it in 3 quarters since.
  • 228 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.