AWM
BILS icon

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

Avior Wealth Management’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 		$379K Sell
3,816
-640
-14% -$63.5K 0.01% 590
2026
Q1 		$443K Sell
4,456
-1,034
-19% -$103K 0.01% 560
2025
Q4 		$545K Sell
5,490
-66
-1% -$6.55K 0.02% 438
2025
Q3 		$553K Sell
5,556
-1,516
-21% -$151K 0.02% 418
2025
Q2 		$703K Sell
7,072
-156
-2% -$15.5K 0.02% 360
2025
Q1 		$719K Buy
7,228
+867
+14% +$86.1K 0.03% 325
2024
Q4 		$631K Sell
6,361
-230
-3% -$22.8K 0.02% 388
2024
Q3 		$656K Buy
6,591
+511
+8% +$50.7K 0.03% 389
2024
Q2 		$604K Buy
6,080
+897
+17% +$89K 0.03% 387
2024
Q1 		$515K Buy
+5,183
New +$514K 0.02% 442

Other funds holding BILS

CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $165M AUM 66.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return