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

Wealth Enhancement Advisory Services’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	$26.3M	Sell	318,129 -28,169	-8%	-$2.58M	0.04%	362
2026 Q1	$27.7M	Buy	346,298 +7,693	+2%	+$704K	0.06%	303
2025 Q4	$31M	Buy	338,605 +9,384	+3%	+$859K	0.04%	362
2025 Q3	$30.1M	Sell	329,221 -45,896	-12%	-$4.2M	0.05%	341
2025 Q2	$34.3M	Buy	375,117 +80,148	+27%	+$7.34M	0.06%	298
2025 Q1	$27.1M	Buy	294,969 +13,699	+5%	+$1.25M	0.05%	325
2024 Q4	$25.7M	Buy	281,270 +35,217	+14%	+$3.23M	0.05%	319
2024 Q3	$22.6M	Sell	246,053 -11,006	-4%	-$1.01M	0.05%	329
2024 Q2	$23.6M	Sell	257,059 -571	-0.2%	-$52.3K	0.06%	303
2024 Q1	$23.7M	Sell	257,630 -25,971	-9%	-$2.38M	0.06%	289
2023 Q4	$25.9M	Sell	283,601 -53,340	-16%	-$4.88M	0.08%	249
2023 Q3	$30.9M	Buy	336,941 +320,505	+1,950%	+$29.4M	0.1%	207
2023 Q2	$1.51M	Buy	16,436 +14,024	+581%	+$1.28M	0.02%	232
2023 Q1	$222K	Buy	+2,412	New	+$221K	﹤0.01%	493

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 Enhancement Advisory Services's BIL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 8.1% in Q2 2026, selling an estimated $2.58M and leaving 318,129 shares worth $26.3M. The position accounts for 0.04% of the portfolio, ranked #362.

Wealth Enhancement Advisory Services first reported a position in BIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $34.3M in Q2 2025. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Wealth Enhancement Advisory Services held 318,129 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $26.3M as of Q2 2026.
Wealth Enhancement Advisory Services sold 28,169 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.58M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #362 holding.
Wealth Enhancement Advisory Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
Wealth Enhancement Advisory Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $34.3M in Q2 2025.
1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.