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

Wealthcare Capital 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	–	Sell	-5,840	Closed	-$535K	–	180
2026 Q1	$535K	Buy	5,840 +162	+3%	+$14.8K	0.25%	80
2025 Q4	$519K	Sell	5,678 -856	-13%	-$78.4K	0.24%	82
2025 Q3	$599K	Sell	6,534 -85	-1%	-$7.79K	0.28%	65
2025 Q2	$607K	Sell	6,619 -3,700	-36%	-$339K	0.31%	58
2025 Q1	$947K	Sell	10,319 -169	-2%	-$15.5K	0.49%	35
2024 Q4	$959K	Buy	+10,488	New	+$961K	0.5%	35

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 Partners's BIL Position: Q2 2026 in Review

Wealthcare Capital Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2026, closing a stake of 5,840 shares — an estimated $535K sold.

Wealthcare Capital Partners first reported a position in BIL in Q4 2024 and held it in 6 quarters. The position peaked at $959K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Wealthcare Capital Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
Wealthcare Capital Partners sold 5,840 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $535K.
Wealthcare Capital Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024 and held it in 6 quarters.
Wealthcare Capital Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $959K in Q4 2024.
1,289 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 Partners's 13F filing for Q2 2026, filed 9 Jul 2026.