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 Q3	$4.96M	Sell	49,967 -2,496	-5%	-$248K	0.81%	25
2026 Q2	$5.21M	Sell	52,463 -4,267	-8%	-$424K	0.82%	28
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	$9.7M	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 $468B AUM 17.69% 1-Year Est. Return

Miller Investment Management West Conshohocken, Pennsylvania $1.13B AUM 13.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Sargent Investment Group Bethesda, Maryland $867M AUM 20.76% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Altiora Financial Group's BILS Position: Q3 2026 in Review

Altiora Financial Group reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 4.8% in Q3 2026, selling an estimated $248K and leaving 49,967 shares worth $4.96M. The position accounts for 0.81% of the portfolio, ranked #25.

Altiora Financial Group first reported a position in BILS in Q4 2022 and has held it in 16 quarters since. The position peaked at $22.5M in Q1 2024. 250 funds tracked by Wall St. Rank hold BILS as of Q3 2026.

Altiora Financial Group held 49,967 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $4.96M as of Q3 2026.
Altiora Financial Group sold 2,496 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2026, an estimated $248K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.81% of Altiora Financial Group's portfolio in Q3 2026, its #25 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 16 quarters since.
Altiora Financial Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $22.5M in Q1 2024.
250 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2026.

Based on Altiora Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.