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

Altiora Financial Group’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	$5.64M	Sell	56,730 -5,435	-9%	-$540K	0.93%	27
2025 Q4	$6.17M	Sell	62,165 -30,254	-33%	-$3M	1.06%	23
2025 Q3	$9.2M	Sell	92,419 -1,353	-1%	-$134K	1.68%	16
2025 Q2	$9.32M	Sell	93,772 -12,264	-12%	-$1.22M	1.82%	14
2025 Q1	$10.5M	Buy	106,036 +7,725	+8%	+$767K	2.24%	14
2024 Q4	$9.75M	Sell	98,311 -5,944	-6%	-$590K	2.12%	13
2024 Q3	$10.4M	Sell	104,255 -51,856	-33%	-$5.15M	2.3%	11
2024 Q2	$15.5M	Sell	156,111 -70,257	-31%	-$6.97M	3.72%	7
2024 Q1	$22.5M	Buy	226,368 +24,043	+12%	+$2.39M	6.11%	4
2023 Q4	$20.1M	Buy	202,325 +76,747	+61%	+$7.61M	5.81%	4
2023 Q3	$12.5M	Buy	125,578 +32,536	+35%	+$3.23M	5.8%	5
2023 Q2	$9.25M	Buy	93,042 +24,533	+36%	+$2.44M	4.07%	5
2023 Q1	$6.82M	Buy	68,509 +35,367	+107%	+$3.51M	3.15%	7
2022 Q4	$3.29M	Buy	+33,142	New	+$3.29M	1.64%	12

Other funds holding BILS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altiora Financial Group's BILS Position: Q1 2026 in Review

Altiora Financial Group reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 8.7% in Q1 2026, selling an estimated $540K and leaving 56,730 shares worth $5.64M. The position accounts for 0.93% of the portfolio, ranked #27.

Altiora Financial Group first reported a position in BILS in Q4 2022 and has held it in 14 quarters since. The position peaked at $22.5M in Q1 2024. 276 funds tracked by Wall St. Rank hold BILS as of Q1 2026.

Altiora Financial Group held 56,730 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $5.64M as of Q1 2026.
Altiora Financial Group sold 5,435 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2026, an estimated $540K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.93% of Altiora Financial Group's portfolio in Q1 2026, its #27 holding.
Altiora Financial Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2022 and has held it in 14 quarters since.
Altiora Financial Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $22.5M in Q1 2024.
276 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2026.

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