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

Wallace 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	$4.54M	Sell	49,557 -31,834	-39%	-$2.91M	4.27%	3
2026 Q1	$7.46M	Buy	81,391 +58,950	+263%	+$5.39M	7.97%	3
2025 Q4	$2.05M	Sell	22,441 -19,455	-46%	-$1.78M	2.15%	9
2025 Q3	$3.84M	Buy	41,896 +17,769	+74%	+$1.63M	3.09%	5
2025 Q2	$2.21M	Sell	24,127 -6,281	-21%	-$575K	1.61%	9
2025 Q1	$2.78M	Buy	30,408 +20,189	+198%	+$1.85M	1.92%	8
2024 Q4	$938K	Buy	10,219 +4,843	+90%	+$444K	0.65%	38
2024 Q3	$493K	Sell	5,376 -56	-1%	-$5.13K	0.36%	69
2024 Q2	$499K	Buy	+5,432	New	+$498K	0.36%	68

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

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

Wallace Advisory Group reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 39% in Q2 2026, selling an estimated $2.91M and leaving 49,557 shares worth $4.54M. The position accounts for 4.27% of the portfolio, ranked #3.

Wallace Advisory Group first reported a position in BIL in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.46M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Wallace Advisory Group held 49,557 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $4.54M as of Q2 2026.
Wallace Advisory Group sold 31,834 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.91M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 4.27% of Wallace Advisory Group's portfolio in Q2 2026, its #3 holding.
Wallace Advisory Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and has held it in 9 quarters since.
Wallace Advisory Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $7.46M in Q1 2026.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.