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

Valued Retirements’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	–	Sell	-2,200	Closed	-$202K	–	102
2026 Q1	$202K	Hold	2,200	–	–	0.2%	90
2025 Q4	$201K	Hold	2,200	–	–	0.2%	91
2025 Q3	$202K	Hold	2,200	–	–	0.23%	87
2025 Q2	$202K	Hold	2,200	–	–	0.23%	87
2025 Q1	$202K	Hold	2,200	–	–	0.27%	81
2024 Q4	$201K	Hold	2,200	–	–	0.27%	78
2024 Q3	$202K	Buy	+2,200	New	+$202K	0.28%	78

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

Valued Retirements's BIL Position: Q2 2026 in Review

Valued Retirements sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 2,200 shares — an estimated $202K sold.

Valued Retirements first reported a position in BIL in Q3 2024 and held it in 7 quarters. The position peaked at $202K in Q3 2024. 1,300 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Valued Retirements reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
Valued Retirements sold 2,200 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $202K.
Valued Retirements first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2024 and held it in 7 quarters.
Valued Retirements's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $202K in Q3 2024.
1,300 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Valued Retirements's 13F filing for Q2 2026, filed 13 Aug 2026.