How many shares of BIL does Capital Wealth Planning, LLC own?

As of 2026-Q2, Capital Wealth Planning, LLC holds 5M shares of BIL (SPDR BLOOMBERG 1-3 MONTH T-B).

What is Capital Wealth Planning, LLC's BIL position worth?

As of 2026-Q2, Capital Wealth Planning, LLC's BIL position is worth $456M.

Is Capital Wealth Planning, LLC buying or selling BIL?

In 2026-Q2, Capital Wealth Planning, LLC increased their BIL position (+25.0% change in shares).

When did Capital Wealth Planning, LLC first buy BIL?

Based on available 13F filings, Capital Wealth Planning, LLC first reported a position in BIL in 2019-Q2. They have held the position across 28 quarters.

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Capital Wealth Planning, LLC

BIL
28 quarters

Position history for Capital Wealth Planning, LLC's holdings in SPDR BLOOMBERG 1-3 MONTH T-B

Current Value

$456M

Current Shares

Total Value Change

+$449.3M

Total Shares Change

+4.9M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	5M	+25.0%	$456M	2.3%	$91.10	66
2026-Q1	Decreased	4M	-17.2%	$364.9M	2.0%	$90.30	0
2025-Q4	Increased	4.8M	+4.7%	$439.4M	2.8%	$89.54	56
2025-Q3	Increased	4.6M	+10.9%	$421.5M	3.0%	$90.23	59
2025-Q2	Decreased	4.1M	-23.6%	$379.9M	3.0%	$89.27	0
2025-Q1	Increased	5.4M	+6.3%	$497.1M	4.3%	$88.36	61
2024-Q4	Increased	5.1M	+34.8%	$466.3M	4.3%	$85.98	74
2024-Q3	Decreased	3.8M	-35.7%	$347.5M	3.2%	$84.98	0
2024-Q2	Increased	5.9M	+19.4%	$539.9M	5.7%	$83.85	72
2024-Q1	Increased	4.9M	+7.8%	$452.4M	4.8%	$82.78	62
2023-Q4	Decreased	4.6M	-14.0%	$417.8M	4.8%	$81.73	0
2023-Q3	Increased	5.3M	+48.3%	$488M	6.0%	$80.66	84
2023-Q2	Increased	3.6M	+29.3%	$329.1M	4.1%	$79.63	71
2023-Q1	Increased	2.8M	+225.0%	$254.5M	3.4%	$78.68	91
2022-Q4	New	852,767	-	$78M	1.1%	$77.88	68
2022-Q2	Exited	0	-100.0%	$0	0.0%	$78.23	0
2022-Q1	New	13,458	-	$1.2M	0.0%	$76.82	35
2021-Q4	Exited	0	-100.0%	$0	0.0%	$76.80	0
2021-Q3	Decreased	13,373	-34.7%	$1.2M	0.0%	$76.83	0
2021-Q2	Decreased	20,491	-38.6%	$1.9M	0.1%	$76.83	0
2021-Q1	Decreased	33,388	-1.0%	$3.1M	0.1%	$76.86	0
2020-Q4	Decreased	33,723	-12.3%	$3.1M	0.1%	$76.88	0
2020-Q3	Decreased	38,446	-41.3%	$3.5M	0.2%	$76.87	0
2020-Q2	Increased	65,491	+27.3%	$6M	0.3%	$76.88	40
2020-Q1	Decreased	51,466	-27.5%	$4.7M	0.3%	$76.91	0
2019-Q4	Decreased	70,961	-11.3%	$6.5M	0.4%	$76.57	0
2019-Q3	Increased	79,956	+9.5%	$7.3M	0.5%	$76.28	36
2019-Q2	New	73,039	-	$6.7M	0.5%	$75.89	45

Other major holders of BIL: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, MORGAN STANLEY

BIL28 quarters

BIL
28 quarters