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

Western Wealth 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	$8.56M	Sell	93,464 -4,798	-5%	-$439K	0.28%	66
2026 Q1	$9M	Buy	98,262 +65,800	+203%	+$6.02M	0.34%	49
2025 Q4	$2.97M	Buy	32,462 +1,126	+4%	+$103K	0.14%	155
2025 Q3	$2.88M	Sell	31,336 -14,586	-32%	-$1.34M	0.15%	132
2025 Q2	$4.21M	Buy	45,922 +8,665	+23%	+$794K	0.25%	84
2025 Q1	$3.42M	Buy	37,257 +9,613	+35%	+$880K	0.23%	92
2024 Q4	$2.53M	Buy	27,644 +931	+3%	+$85.3K	0.14%	158
2024 Q3	$2.45M	Sell	26,713 -6,236	-19%	-$571K	0.14%	150
2024 Q2	$3.02M	Buy	32,949 +5,565	+20%	+$510K	0.22%	90
2024 Q1	$2.51M	Buy	27,384 +2,789	+11%	+$255K	0.2%	109
2023 Q4	$2.25M	Buy	24,595 +13,034	+113%	+$1.19M	0.16%	137
2023 Q3	$1.06M	Buy	11,561 +6,718	+139%	+$616K	0.09%	234
2023 Q2	$445K	Buy	4,843 +1,917	+66%	+$176K	0.04%	402
2023 Q1	$269K	Buy	+2,926	New	+$268K	0.03%	524
2020 Q3	–	Sell	-4,305	Closed	-$394K	–	451
2020 Q2	$394K	Buy	+4,305	New	+$394K	0.07%	264

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

Western Wealth Management's BIL Position: Q2 2026 in Review

Western Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4.9% in Q2 2026, selling an estimated $439K and leaving 93,464 shares worth $8.56M. The position accounts for 0.28% of the portfolio, ranked #66.

Western Wealth Management first reported a position in BIL in Q2 2020 and has held it in 15 quarters since. The position peaked at $9M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Western Wealth Management held 93,464 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $8.56M as of Q2 2026.
Western Wealth Management sold 4,798 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $439K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.28% of Western Wealth Management's portfolio in Q2 2026, its #66 holding.
Western Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2020 and has held it in 15 quarters since.
Western Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $9M in Q1 2026.
1,293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.