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

Valley Wealth Managers’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
Q3 		– Sell
-3
Closed -$275 – 346
2026
Q2 		$275 Buy
+3
New +$275 ﹤0.01% 327

Other funds holding BIL

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
ECM
Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Valley Wealth Managers's BIL Position: Q3 2026 in Review

Valley Wealth Managers sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2026, closing a stake of 3 shares — an estimated $275 sold.

Valley Wealth Managers first reported a position in BIL in Q2 2026 and held it in 1 quarter. The position peaked at $275 in Q2 2026. 67 funds tracked by Wall St. Rank hold BIL as of Q3 2026.

  • Valley Wealth Managers reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2026 after selling out during the quarter.
  • Valley Wealth Managers sold 3 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $275.
  • Valley Wealth Managers first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2026 and held it in 1 quarter.
  • Valley Wealth Managers's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $275 in Q2 2026.
  • 67 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.