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

WESPAC Advisors’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	$1.64M	Sell	17,883 -21,334	-54%	-$1.95M	0.8%	27
2026 Q1	$3.59M	Buy	39,217 +19,393	+98%	+$1.77M	1.97%	9
2025 Q4	$1.81M	Buy	19,824 +15,317	+340%	+$1.4M	0.98%	29
2025 Q3	$414K	Sell	4,507 -950	-17%	-$87K	0.24%	126
2025 Q2	$501K	Buy	5,457 +374	+7%	+$34.3K	0.35%	111
2025 Q1	$466K	Sell	5,083 -107	-2%	-$9.8K	0.38%	98
2024 Q4	$475K	Buy	5,190 +1,255	+32%	+$115K	0.35%	100
2024 Q3	$361K	Sell	3,935 -3,042	-44%	-$279K	0.27%	109
2024 Q2	$640K	Sell	6,977 -2,730	-28%	-$250K	0.5%	72
2024 Q1	$891K	Hold	9,707	–	–	0.52%	67
2023 Q4	$887K	Buy	9,707 +1,317	+16%	+$121K	0.62%	53
2023 Q3	$770K	Sell	8,390 -567	-6%	-$52K	0.58%	62
2023 Q2	$822K	Sell	8,957 -4,977	-36%	-$456K	0.66%	54
2023 Q1	$1.28M	Buy	+13,934	New	+$1.28M	1.2%	27

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

WESPAC Advisors's BIL Position: Q2 2026 in Review

WESPAC Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 54% in Q2 2026, selling an estimated $1.95M and leaving 17,883 shares worth $1.64M. The position accounts for 0.8% of the portfolio, ranked #27.

WESPAC Advisors first reported a position in BIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.59M in Q1 2026. 1,295 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

WESPAC Advisors held 17,883 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.64M as of Q2 2026.
WESPAC Advisors sold 21,334 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.95M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.8% of WESPAC Advisors's portfolio in Q2 2026, its #27 holding.
WESPAC Advisors 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.
WESPAC Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.59M in Q1 2026.
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 WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.