1620 Investment Advisors’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

1620 Investment Advisors’s Portfolio BILS Stock Details BILS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.94K	Hold	100	–	–	0.01%	492
2026 Q1	$9.94K	Hold	100	–	–	0.01%	470
2025 Q4	$9.92K	Hold	100	–	–	0.01%	466
2025 Q3	$9.95K	Hold	100	–	–	0.01%	456
2025 Q2	$9.94K	Hold	100	–	–	0.01%	457
2025 Q1	$9.95K	Hold	100	–	–	0.01%	446
2024 Q4	$9.91K	Sell	100 -35	-26%	-$3.48K	0.01%	457
2024 Q3	$13.4K	Hold	135	–	–	0.01%	443
2024 Q2	$13.4K	Buy	+135	New	+$13.4K	0.01%	434

Other funds holding BILS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

1620 Investment Advisors's BILS Position: Q2 2026 in Review

1620 Investment Advisors held its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) position steady in Q2 2026 at 100 shares worth $9.94K. The position accounts for 0.01% of the portfolio, ranked #492.

1620 Investment Advisors first reported a position in BILS in Q2 2024 and has held it in 9 quarters since. The position peaked at $13.4K in Q3 2024. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

1620 Investment Advisors held 100 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $9.94K as of Q2 2026.
1620 Investment Advisors left its State Street SPDR Bloomberg 3-12 Month T-Bill ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #492 holding.
1620 Investment Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $13.4K in Q3 2024.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.