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

Barnes Wealth Management 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
2026 Q3	$1.15M	Sell	11,573 -216	-2%	-$21.4K	0.51%	50
2026 Q2	$1.17M	Buy	11,789 +694	+6%	+$68.9K	0.54%	51
2026 Q1	$1.1M	Sell	11,095 -681	-6%	-$67.6K	0.56%	47
2025 Q4	$1.17M	Sell	11,776 -491	-4%	-$48.8K	0.63%	43
2025 Q3	$1.22M	Sell	12,267 -854	-7%	-$84.8K	0.67%	41
2025 Q2	$1.3M	Buy	13,121 +302	+2%	+$30K	0.77%	38
2025 Q1	$1.28M	Sell	12,819 -1,914	-13%	-$190K	0.82%	36
2024 Q4	$1.46M	Buy	+14,733	New	+$1.46M	0.98%	28

Other funds holding BILS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Asset One Wealth Management Bellevue, Washington $1.17B AUM 22.82% 1-Year Est. Return

Pecaut & Co Sioux City, Iowa $346M AUM 11.64% 1-Year Est. Return

SoundView Advisors Olympia, Washington $312M AUM 10.08% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Barnes Wealth Management Group's BILS Position: Q3 2026 in Review

Barnes Wealth Management Group reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 1.8% in Q3 2026, selling an estimated $21.4K and leaving 11,573 shares worth $1.15M. The position accounts for 0.51% of the portfolio, ranked #50.

Barnes Wealth Management Group first reported a position in BILS in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.46M in Q4 2024. 167 funds tracked by Wall St. Rank hold BILS as of Q3 2026.

Barnes Wealth Management Group held 11,573 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $1.15M as of Q3 2026.
Barnes Wealth Management Group sold 216 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2026, an estimated $21.4K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.51% of Barnes Wealth Management Group's portfolio in Q3 2026, its #50 holding.
Barnes Wealth Management Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2024 and has held it in 8 quarters since.
Barnes Wealth Management Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $1.46M in Q4 2024.
167 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.