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

Wealthcare Capital Management’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	$640K	Buy	6,989 +112	+2%	+$10.3K	0.06%	51
2026 Q1	$630K	Sell	6,877 -787	-10%	-$72K	0.06%	52
2025 Q4	$700K	Sell	7,664 -1,106	-13%	-$101K	0.07%	47
2025 Q3	$805K	Buy	8,770 +1,224	+16%	+$112K	0.08%	40
2025 Q2	$692K	Buy	7,546 +1,947	+35%	+$178K	0.07%	41
2025 Q1	$514K	Sell	5,599 -730	-12%	-$66.9K	0.05%	52
2024 Q4	$579K	Sell	6,329 -1,653	-21%	-$151K	0.06%	52
2024 Q3	$733K	Buy	7,982 +203	+3%	+$18.6K	0.07%	44
2024 Q2	$714K	Buy	7,779 +2,904	+60%	+$266K	0.08%	44
2024 Q1	$447K	Sell	4,875 -5,008	-51%	-$459K	0.05%	55
2023 Q4	$903K	Buy	9,883 +5,139	+108%	+$471K	0.1%	35
2023 Q3	$436K	Buy	4,744 +641	+16%	+$58.7K	0.05%	48
2023 Q2	$377K	Buy	4,103 +9	+0.2%	+$825	0.04%	53
2023 Q1	$376K	Buy	4,094 +10	+0.2%	+$916	0.05%	54
2022 Q4	$374K	Sell	4,084 -97	-2%	-$8.88K	0.05%	57
2022 Q3	$383K	Buy	+4,181	New	+$382K	0.05%	49
2021 Q2	–	Sell	-400	Closed	-$37K	–	145
2021 Q1	$37K	Buy	+400	New	+$36.6K	﹤0.01%	165
2020 Q2	–	Sell	-74,914	Closed	-$6.86M	–	73
2020 Q1	$6.86M	Buy	74,914 +2,418	+3%	+$221K	0.92%	8
2019 Q4	$6.63M	Buy	72,496 +2,493	+4%	+$228K	0.79%	9
2019 Q3	$6.41M	Buy	+70,003	New	+$6.41M	0.79%	9

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

Wealthcare Capital Management's BIL Position: Q2 2026 in Review

Wealthcare Capital Management increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.6% in Q2 2026, buying an estimated $10.3K and bringing the position to 6,989 shares worth $640K. The position accounts for 0.06% of the portfolio, ranked #51.

Wealthcare Capital Management first reported a position in BIL in Q3 2019 and has held it in 20 quarters since. The position peaked at $6.86M in Q1 2020. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Wealthcare Capital Management held 6,989 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $640K as of Q2 2026.
Wealthcare Capital Management bought 112 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $10.3K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.06% of Wealthcare Capital Management's portfolio in Q2 2026, its #51 holding.
Wealthcare Capital Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2019 and has held it in 20 quarters since.
Wealthcare Capital Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $6.86M in Q1 2020.
1,290 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

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