Archford Capital Strategies’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Archford Capital Strategies’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
2025 Q3	–	Sell	-2,888	Closed	-$287K	–	327
2025 Q2	$287K	Hold	2,888	–	–	0.04%	272
2025 Q1	$287K	Hold	2,888	–	–	0.04%	254
2024 Q4	$286K	Buy	+2,888	New	+$287K	0.04%	234

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

SIG

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

Archford Capital Strategies's BILS Position: Q3 2025 in Review

Archford Capital Strategies sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q3 2025, closing a stake of 2,888 shares — an estimated $287K sold.

Archford Capital Strategies first reported a position in BILS in Q4 2024 and held it in 3 quarters. The position peaked at $287K in Q1 2025. 266 funds tracked by Wall St. Rank hold BILS as of Q3 2025.

Archford Capital Strategies reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
Archford Capital Strategies sold 2,888 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2025, an estimated $287K.
Archford Capital Strategies first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2024 and held it in 3 quarters.
Archford Capital Strategies's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $287K in Q1 2025.
266 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2025.

Based on Archford Capital Strategies's 13F filing for Q3 2025, filed 17 Oct 2025.