Bank of Montreal
BILS icon

Bank of Montreal’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Bank of Montreal’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
Q1 		$378K Buy
+3,800
New +$377K ﹤0.01% 2528
2025
Q4 		– Sell
-2,038
Closed -$203K – 3613
2025
Q3 		$203K Sell
2,038
-3,426
-63% -$340K ﹤0.01% 2773
2025
Q2 		$542K Buy
5,464
+679
+14% +$67.4K ﹤0.01% 2231
2025
Q1 		$476K Buy
+4,785
New +$475K ﹤0.01% 2229
2024
Q4 		– Sell
-3,900
Closed -$388K – 3539
2024
Q3 		$388K Buy
+3,900
New +$387K ﹤0.01% 2583
2024
Q1 		– Sell
-312
Closed -$30.9K – 3901
2023
Q4 		$30.9K Buy
312
+226
+263% +$22.4K ﹤0.01% 3668
2023
Q3 		$8.54K Sell
86
-5,325
-98% -$528K ﹤0.01% 3637
2023
Q2 		$538K Buy
+5,411
New +$537K ﹤0.01% 2549

Other funds holding BILS

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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.36B AUM 18.37% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return