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VisionPoint Advisory Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

VisionPoint Advisory Group’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 		$10.9M Sell
119,431
-2,011
-2% -$184K 1.79% 8
2026
Q1 		$11.1M Buy
121,442
+58,912
+94% +$5.39M 2.1% 3
2025
Q4 		$5.71M Buy
62,530
+7,845
+14% +$718K 1.11% 18
2025
Q3 		$5.02M Sell
54,685
-33,910
-38% -$3.11M 1% 19
2025
Q2 		$8.13M Buy
88,595
+39,256
+80% +$3.6M 1.77% 10
2025
Q1 		$4.53M Sell
49,339
-11,363
-19% -$1.04M 1.55% 14
2024
Q4 		$5.55M Buy
60,702
+27,824
+85% +$2.55M 1.9% 8
2024
Q3 		$3.02M Sell
32,878
-4,125
-11% -$378K 1.02% 23
2024
Q2 		$3.4M Sell
37,003
-1,361
-4% -$125K 1.21% 18
2024
Q1 		$3.52M Buy
38,364
+1,219
+3% +$112K 1.27% 15
2023
Q4 		$3.39M Sell
37,145
-45,925
-55% -$4.21M 1.25% 14
2023
Q3 		$7.63M Buy
83,070
+50,478
+155% +$4.63M 3.27% 4
2023
Q2 		$2.99M Sell
32,592
-17,673
-35% -$1.62M 1.22% 16
2023
Q1 		$4.6M Sell
50,265
-1,182
-2% -$108K 2.03% 12
2022
Q4 		$4.71M Sell
51,447
-31,703
-38% -$2.9M 1.95% 15
2022
Q3 		$7.62M Buy
83,150
+36,548
+78% +$3.34M 3.66% 7
2022
Q2 		$4.26M Sell
46,602
-92,814
-67% -$8.49M 1.69% 24
2022
Q1 		$12.7M Sell
139,416
-17,071
-11% -$1.56M 5.9% 2
2021
Q4 		$14.3M Buy
156,487
+152,882
+4,241% +$14M 6.26% 1
2021
Q3 		$330K Sell
3,605
-11,599
-76% -$1.06M 0.15% 81
2021
Q2 		$1.39M Sell
15,204
-100,200
-87% -$9.17M 0.62% 47
2021
Q1 		$10.6M Sell
115,404
-176,083
-60% -$16.1M 5.06% 2
2020
Q4 		$26.7M Sell
291,487
-757,070
-72% -$69.3M 13.45% 1
2020
Q3 		$96M Sell
1,048,557
-51,365
-5% -$4.7M 41.42% 1
2020
Q2 		$101M Buy
1,099,922
+1,084,171
+6,883% +$99.2M 40.77% 1
2020
Q1 		$1.44M Sell
15,751
-895,104
-98% -$81.9M 0.68% 31
2019
Q4 		$83.3M Buy
910,855
+906,110
+19,096% +$82.9M 34.58% 1
2019
Q3 		$434K Sell
4,745
-5,683
-54% -$520K 0.12% 78
2019
Q2 		$955K Sell
10,428
-731,684
-99% -$67M 0.27% 47
2019
Q1 		$68M Buy
742,112
+627,921
+550% +$57.5M 19.1% 2
2018
Q4 		$10.4M Buy
+114,191
New +$10.4M 3.38% 5

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

VisionPoint Advisory Group's BIL Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.7% in Q2 2026, selling an estimated $184K and leaving 119,431 shares worth $10.9M. The position accounts for 1.79% of the portfolio, ranked #8.

VisionPoint Advisory Group first reported a position in BIL in Q4 2018 and has held it in 31 quarters since. The position peaked at $101M in Q2 2020. 228 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • VisionPoint Advisory Group held 119,431 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $10.9M as of Q2 2026.
  • VisionPoint Advisory Group sold 2,011 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $184K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.79% of VisionPoint Advisory Group's portfolio in Q2 2026, its #8 holding.
  • VisionPoint Advisory Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and has held it in 31 quarters since.
  • VisionPoint Advisory Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $101M in Q2 2020.
  • 228 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.