Advisor Resource Council’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Advisor Resource Council’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	$3.01M	Sell	30,375 -9,221	-23%	-$916K	0.85%	16
2026 Q1	$3.94M	Buy	39,596 +10,496	+36%	+$1.04M	1.27%	10
2025 Q4	$2.89M	Buy	+29,100	New	+$2.89M	1.03%	15
2025 Q3	–	Sell	-8,379	Closed	-$833K	–	59
2025 Q2	$833K	Sell	8,379 -27,426	-77%	-$2.72M	0.32%	51
2025 Q1	$2.73M	Buy	+35,805	New	+$3.56M	0.22%	118
2024 Q4	–	Sell	-9,588	Closed	-$955K	–	94
2024 Q3	$955K	Buy	+9,588	New	+$952K	0.43%	53

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

Advisor Resource Council's BILS Position: Q2 2026 in Review

Advisor Resource Council reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 23% in Q2 2026, selling an estimated $916K and leaving 30,375 shares worth $3.01M. The position accounts for 0.85% of the portfolio, ranked #16.

Advisor Resource Council first reported a position in BILS in Q3 2024 and has held it in 6 quarters since. The position peaked at $3.94M in Q1 2026. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Advisor Resource Council held 30,375 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $3.01M as of Q2 2026.
Advisor Resource Council sold 9,221 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $916K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.85% of Advisor Resource Council's portfolio in Q2 2026, its #16 holding.
Advisor Resource Council first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q3 2024 and has held it in 6 quarters since.
Advisor Resource Council's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $3.94M in Q1 2026.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.