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

Visionary Wealth Advisors’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	$316K	Sell	3,452 -432	-11%	-$39.5K	0.01%	530
2026 Q1	$356K	Sell	3,884 -1,013	-21%	-$92.7K	0.02%	481
2025 Q4	$448K	Sell	4,897 -1,544	-24%	-$141K	0.02%	408
2025 Q3	$591K	Sell	6,441 -711	-10%	-$65.1K	0.03%	352
2025 Q2	$656K	Sell	7,152 -3,866	-35%	-$354K	0.03%	320
2025 Q1	$1.01M	Sell	11,018 -1,122	-9%	-$103K	0.06%	255
2024 Q4	$1.11M	Sell	12,140 -10,913	-47%	-$999K	0.07%	242
2024 Q3	$2.12M	Sell	23,053 -10,663	-32%	-$977K	0.13%	167
2024 Q2	$3.09M	Buy	33,716 +1,134	+3%	+$104K	0.2%	123
2024 Q1	$2.99M	Sell	32,582 -14,266	-30%	-$1.31M	0.2%	126
2023 Q4	$4.28M	Sell	46,848 -2,997	-6%	-$274K	0.31%	88
2023 Q3	$4.58M	Buy	49,845 +8,642	+21%	+$792K	0.37%	77
2023 Q2	$3.78M	Buy	+41,203	New	+$3.77M	0.3%	85
2023 Q1	–	Sell	-6,632	Closed	-$607K	–	457
2022 Q4	$607K	Buy	6,632 +194	+3%	+$17.8K	0.06%	218
2022 Q3	$590K	Buy	6,438 +329	+5%	+$30.1K	0.06%	206
2022 Q2	$559K	Buy	+6,109	New	+$559K	0.05%	227
2022 Q1	–	Sell	-9,526	Closed	-$871K	–	439
2021 Q4	$871K	Buy	9,526 +5,549	+140%	+$507K	0.07%	174
2021 Q3	$364K	Sell	3,977 -469	-11%	-$42.9K	0.04%	223
2021 Q2	$407K	Sell	4,446 -24,349	-85%	-$2.23M	0.04%	224
2021 Q1	$2.63M	Sell	28,795 -46,081	-62%	-$4.22M	0.28%	93
2020 Q4	$6.85M	Buy	74,876 +32,696	+78%	+$2.99M	0.77%	34
2020 Q3	$3.86M	Buy	42,180 +4,007	+10%	+$367K	0.54%	51
2020 Q2	$3.49M	Buy	+38,173	New	+$3.49M	0.53%	47

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

Visionary Wealth Advisors's BIL Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 11% in Q2 2026, selling an estimated $39.5K and leaving 3,452 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #530.

Visionary Wealth Advisors first reported a position in BIL in Q2 2020 and has held it in 23 quarters since. The position peaked at $6.85M in Q4 2020. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Visionary Wealth Advisors held 3,452 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $316K as of Q2 2026.
Visionary Wealth Advisors sold 432 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $39.5K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #530 holding.
Visionary Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2020 and has held it in 23 quarters since.
Visionary Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $6.85M in Q4 2020.
1,289 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.