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

Wealth Alliance’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	$382K	Buy	4,170 +1,412	+51%	+$129K	0.03%	387
2026 Q1	$253K	Buy	2,758 +352	+15%	+$32.2K	0.03%	477
2025 Q4	$220K	Buy	2,406 +20	+0.8%	+$1.83K	0.02%	516
2025 Q3	$219K	Sell	2,386 -177	-7%	-$16.2K	0.02%	508
2025 Q2	$235K	Buy	+2,563	New	+$235K	0.03%	485
2025 Q1	–	Sell	-2,606	Closed	-$238K	–	519
2024 Q4	$238K	Buy	+2,606	New	+$239K	0.03%	445

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

Wealth Alliance's BIL Position: Q2 2026 in Review

Wealth Alliance increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 51% in Q2 2026, buying an estimated $129K and bringing the position to 4,170 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #387.

Wealth Alliance first reported a position in BIL in Q4 2024 and has held it in 6 quarters since. 1,295 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Wealth Alliance held 4,170 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $382K as of Q2 2026.
Wealth Alliance bought 1,412 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $129K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.03% of Wealth Alliance's portfolio in Q2 2026, its #387 holding.
Wealth Alliance first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and has held it in 6 quarters since.
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 Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.