Asset One Wealth Management’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$25.2M Buy
253,471
+15,918
+7% +$1.58M 2.66% 5
2026
Q1
$23.6M Buy
237,553
+77,025
+48% +$7.65M 2.61% 4
2025
Q4
$15.9M Buy
+160,528
New +$15.9M 2.18% 10

Other funds holding BILS

Asset One Wealth Management's BILS Position: Q2 2026 in Review

Asset One Wealth Management increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 6.7% in Q2 2026, buying an estimated $1.58M and bringing the position to 253,471 shares worth $25.2M. The position accounts for 2.66% of the portfolio, ranked #5.

Asset One Wealth Management first reported a position in BILS in Q4 2025 and has held it in 3 quarters since. 280 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

  • Asset One Wealth Management held 253,471 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $25.2M as of Q2 2026.
  • Asset One Wealth Management bought 15,918 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $1.58M.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 2.66% of Asset One Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Asset One Wealth Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2025 and has held it in 3 quarters since.
  • 280 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.