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

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return