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

VanWeelden 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	–	Sell	-4,807	Closed	-$441K	–	20
2026 Q1	$441K	Sell	4,807 -631	-12%	-$57.7K	0.35%	25
2025 Q4	$497K	Sell	5,438 -157,975	-97%	-$14.5M	0.39%	15
2025 Q3	$15M	Buy	+163,413	New	+$15M	12.33%	2
2025 Q1	$15.2M	Sell	166,034 -10,375	-6%	-$950K	13.55%	5
2024 Q4	$16.1M	Buy	+176,409	New	+$16.2M	14.57%	3
2024 Q2	$14.9M	Buy	+162,668	New	+$14.9M	12.79%	2

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

VanWeelden Wealth Management's BIL Position: Q2 2026 in Review

VanWeelden Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 4,807 shares — an estimated $441K sold.

VanWeelden Wealth Management first reported a position in BIL in Q2 2024 and held it in 6 quarters. The position peaked at $16.1M in Q4 2024. 1,295 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

VanWeelden Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
VanWeelden Wealth Management sold 4,807 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $441K.
VanWeelden Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and held it in 6 quarters.
VanWeelden Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $16.1M in Q4 2024.
1,295 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on VanWeelden Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.