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Align Financial’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Align Financial’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
Q1 		– Sell
-6,549
Closed -$6.55K – 376
2025
Q4 		$6.55K Buy
+6,549
New +$650K ﹤0.01% 299

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Align Financial's BILS Position: Q1 2026 in Review

Align Financial sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q1 2026, closing a stake of 6,549 shares — an estimated $6.55K sold.

Align Financial first reported a position in BILS in Q4 2025 and held it in 1 quarter. The position peaked at $6.55K in Q4 2025. 276 funds tracked by Wall St. Rank hold BILS as of Q1 2026.

  • Align Financial reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
  • Align Financial sold 6,549 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2026, an estimated $6.55K.
  • Align Financial first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2025 and held it in 1 quarter.
  • Align Financial's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $6.55K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2026.

Based on Align Financial's 13F filing for Q1 2026, filed 8 May 2026.