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

Wealthcare Advisory Partners’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	$3.62M	Sell	39,551 -5,730	-13%	-$524K	0.07%	232
2026 Q1	$4.15M	Sell	45,281 -10,139	-18%	-$928K	0.08%	211
2025 Q4	$5.06M	Sell	55,420 -13,374	-19%	-$1.22M	0.1%	179
2025 Q3	$6.31M	Sell	68,794 -21,255	-24%	-$1.95M	0.13%	138
2025 Q2	$8.26M	Buy	90,049 +20,890	+30%	+$1.91M	0.19%	109
2025 Q1	$6.34M	Sell	69,159 -1,348	-2%	-$123K	0.17%	110
2024 Q4	$6.45M	Sell	70,507 -2,231	-3%	-$204K	0.18%	108
2024 Q3	$6.68M	Sell	72,738 -66,774	-48%	-$6.12M	0.19%	98
2024 Q2	$12.8M	Buy	139,512 +10,899	+8%	+$998K	0.4%	51
2024 Q1	$11.8M	Buy	128,613 +70,278	+120%	+$6.44M	0.39%	53
2023 Q4	$5.33M	Buy	58,335 +4,329	+8%	+$396K	0.21%	84
2023 Q3	$4.96M	Buy	54,006 +4,180	+8%	+$383K	0.23%	82
2023 Q2	$4.57M	Sell	49,826 -1,585	-3%	-$145K	0.2%	89
2023 Q1	$4.72M	Buy	51,411 +5,823	+13%	+$533K	0.2%	87
2022 Q4	$4.17M	Buy	45,588 +21,044	+86%	+$1.93M	0.2%	90
2022 Q3	$2.25M	Buy	24,544 +20,022	+443%	+$1.83M	0.13%	131
2022 Q2	$414K	Buy	4,522 +831	+23%	+$76K	0.03%	367
2022 Q1	$337K	Sell	3,691 -37	-1%	-$3.38K	0.02%	386
2021 Q4	$341K	Sell	3,728 -1,771	-32%	-$162K	0.02%	409
2021 Q3	$503K	Buy	5,499 +860	+19%	+$78.7K	0.03%	313
2021 Q2	$424K	Buy	4,639 +495	+12%	+$45.3K	0.03%	351
2021 Q1	$379K	Sell	4,144 -1,613	-28%	-$148K	0.03%	341
2020 Q4	$527K	Buy	5,757 +2,079	+57%	+$190K	0.05%	233
2020 Q3	$337K	Sell	3,678 -878	-19%	-$80.4K	0.04%	261
2020 Q2	$417K	Sell	4,556 -46,071	-91%	-$4.22M	0.05%	199
2020 Q1	$4.64M	Sell	50,627 -76,183	-60%	-$6.97M	0.68%	25
2019 Q4	$11.6M	Buy	126,810 +7,759	+7%	+$710K	1.47%	15
2019 Q3	$10.9M	Buy	+119,051	New	+$10.9M	1.58%	15

Other funds holding BIL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealthcare Advisory Partners's BIL Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 13% in Q2 2026, selling an estimated $524K and leaving 39,551 shares worth $3.62M. The position accounts for 0.07% of the portfolio, ranked #232.

Wealthcare Advisory Partners first reported a position in BIL in Q3 2019 and has held it in 28 quarters since. The position peaked at $12.8M in Q2 2024. 228 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Wealthcare Advisory Partners held 39,551 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.62M as of Q2 2026.
Wealthcare Advisory Partners sold 5,730 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $524K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.07% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #232 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2019 and has held it in 28 quarters since.
Wealthcare Advisory Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $12.8M in Q2 2024.
228 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.