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 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 $445B AUM 25.58% 1-Year Est. Return

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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Barnes Wealth Management Group's BILS Position: Q2 2026 in Review

Barnes Wealth Management Group increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 6.3% in Q2 2026, buying an estimated $68.9K and bringing the position to 11,789 shares worth $1.17M. The position accounts for 0.54% of the portfolio, ranked #51.

Barnes Wealth Management Group first reported a position in BILS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q4 2024. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Barnes Wealth Management Group held 11,789 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $1.17M as of Q2 2026.
Barnes Wealth Management Group bought 694 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $68.9K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.54% of Barnes Wealth Management Group's portfolio in Q2 2026, its #51 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 7 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.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.