AFG
BILS icon

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

Atomi 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
2025
Q2 		– Sell
-2,267
Closed -$226K – 1118
2025
Q1 		$226K Buy
+2,267
New +$225K 0.01% 918

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atomi Financial Group's BILS Position: Q2 2025 in Review

Atomi Financial Group sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q2 2025, closing a stake of 2,267 shares — an estimated $226K sold.

Atomi Financial Group first reported a position in BILS in Q1 2025 and held it in 1 quarter. The position peaked at $226K in Q1 2025. 288 funds tracked by Wall St. Rank hold BILS as of Q2 2025.

  • Atomi Financial Group reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q2 2025 after selling out during the quarter.
  • Atomi Financial Group sold 2,267 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2025, an estimated $226K.
  • Atomi Financial Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2025 and held it in 1 quarter.
  • Atomi Financial Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $226K in Q1 2025.
  • 288 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2025.

Based on Atomi Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.