AssetMark Inc
BILS icon

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

AssetMark Inc’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
Q2 		$1.79K Buy
+18
New +$1.79K ﹤0.01% 2998
2024
Q2 		– Sell
-9
Closed -$895 – 2113
2024
Q1 		$895 Buy
+9
New +$893 ﹤0.01% 1684

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc's BILS Position: Q2 2026 in Review

AssetMark Inc opened a new position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q2 2026: 18 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #2998 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in BILS as recently as Q1 2024.

AssetMark Inc first reported a position in BILS in Q1 2024 and has held it in 2 quarters since. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

  • AssetMark Inc held 18 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $1.79K as of Q2 2026.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF was a new AssetMark Inc position in Q2 2026.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2998 holding.
  • AssetMark Inc first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2024 and has held it in 2 quarters since.
  • 281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.