ULWM
BIL icon

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

Upper Left Wealth Management’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 		$5.33M Buy
58,181
+3,309
+6% +$303K 2.95% 11
2026
Q1 		$5.03M Buy
54,872
+2,747
+5% +$251K 2.97% 12
2025
Q4 		$4.76M Buy
52,125
+4,102
+9% +$376K 2.9% 14
2025
Q3 		$4.41M Buy
48,023
+3,077
+7% +$282K 2.77% 16
2025
Q2 		$4.12M Buy
44,946
+846
+2% +$77.5K 2.75% 16
2025
Q1 		$4.05M Buy
44,100
+8,854
+25% +$811K 2.9% 14
2024
Q4 		$3.22M Buy
35,246
+101
+0.3% +$9.25K 2.76% 14
2024
Q3 		$3.23M Sell
35,145
-11,141
-24% -$1.02M 2.82% 13
2024
Q2 		$4.25M Sell
46,286
-535
-1% -$49K 3.84% 7
2024
Q1 		$4.3M Buy
+46,821
New +$4.29M 3.98% 7

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

Upper Left Wealth Management's BIL Position: Q2 2026 in Review

Upper Left Wealth Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 6% in Q2 2026, buying an estimated $303K and bringing the position to 58,181 shares worth $5.33M. The position accounts for 2.95% of the portfolio, ranked #11.

Upper Left Wealth Management first reported a position in BIL in Q1 2024 and has held it in 10 quarters since. 228 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Upper Left Wealth Management held 58,181 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $5.33M as of Q2 2026.
  • Upper Left Wealth Management bought 3,309 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $303K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 2.95% of Upper Left Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Upper Left Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and has held it in 10 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 Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.