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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.67M Buy
72,788
+2,336
+3% +$214K 1.88% 14
2026
Q1
$6.46M Buy
70,452
+3,420
+5% +$313K 2.14% 14
2025
Q4
$6.12M Sell
67,032
-136
-0.2% -$12.5K 2.33% 13
2025
Q3
$6.16M Sell
67,168
-3,801
-5% -$348K 2.65% 13
2025
Q2
$6.51M Buy
70,969
+2,868
+4% +$263K 3.21% 12
2025
Q1
$6.25M Buy
68,101
+9,462
+16% +$867K 3.57% 12
2024
Q4
$5.36M Buy
58,639
+3,779
+7% +$346K 3.18% 11
2024
Q3
$5.04M Buy
54,860
+608
+1% +$55.7K 3.24% 11
2024
Q2
$4.96M Buy
54,252
+13,484
+33% +$1.24M 3.49% 11
2024
Q1
$3.74M Buy
40,768
+7,109
+21% +$651K 2.87% 11
2023
Q4
$3.08M Buy
+33,659
New +$3.08M 2.69% 11

Other funds holding BIL

Wheelhouse Advisory Group's BIL Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 3.3% in Q2 2026, buying an estimated $214K and bringing the position to 72,788 shares worth $6.67M. The position accounts for 1.88% of the portfolio, ranked #14.

Wheelhouse Advisory Group first reported a position in BIL in Q4 2023 and has held it in 11 quarters since. 1,287 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

  • Wheelhouse Advisory Group held 72,788 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.67M as of Q2 2026.
  • Wheelhouse Advisory Group bought 2,336 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $214K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.88% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #14 holding.
  • Wheelhouse Advisory Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,287 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.