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

Basepoint Wealth’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	$14.3K	Buy	+144	New	+$14.3K	0.01%	365

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

Basepoint Wealth's BILS Position: Q2 2026 in Review

Basepoint Wealth opened a new position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q2 2026: 144 shares worth $14.3K. The stake represents 0.01% of the portfolio and ranks #365 among its holdings.

281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Basepoint Wealth held 144 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $14.3K as of Q2 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF was a new Basepoint Wealth position in Q2 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.01% of Basepoint Wealth's portfolio in Q2 2026, its #365 holding.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.