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

Unique Wealth’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	$950K	Sell	10,366 -3,321	-24%	-$304K	0.11%	94
2026 Q1	$1.25M	Sell	13,687 -1,753	-11%	-$160K	0.17%	74
2025 Q4	$1.41M	Sell	15,440 -3,615	-19%	-$331K	0.2%	77
2025 Q3	$1.75M	Buy	19,055 +3,844	+25%	+$352K	0.26%	71
2025 Q2	$1.4M	Buy	15,211 +2,768	+22%	+$253K	0.23%	77
2025 Q1	$1.14M	Buy	12,443 +8,719	+234%	+$799K	0.22%	73
2024 Q4	$340K	Buy	3,724 +1,217	+49%	+$111K	0.07%	108
2024 Q3	$230K	Buy	2,507 +30	+1%	+$2.75K	0.05%	107
2024 Q2	$227K	Hold	2,477	–	–	0.06%	89
2024 Q1	$227K	Hold	2,477	–	–	0.06%	83
2023 Q4	$226K	Sell	2,477 -280	-10%	-$25.6K	0.07%	77
2023 Q3	$253K	Buy	+2,757	New	+$253K	0.11%	71

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

Unique Wealth's BIL Position: Q2 2026 in Review

Unique Wealth reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 24% in Q2 2026, selling an estimated $304K and leaving 10,366 shares worth $950K. The position accounts for 0.11% of the portfolio, ranked #94.

Unique Wealth first reported a position in BIL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.75M in Q3 2025. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Unique Wealth held 10,366 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $950K as of Q2 2026.
Unique Wealth sold 3,321 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $304K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.11% of Unique Wealth's portfolio in Q2 2026, its #94 holding.
Unique Wealth first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023 and has held it in 12 quarters since.
Unique Wealth's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.75M in Q3 2025.
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 Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.