Beacon Wealthcare LLC’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Beacon Wealthcare LLC’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
2024 Q4	–	Sell	-4,605	Closed	-$459K	–	27
2024 Q3	$459K	Sell	4,605 -4,455	-49%	-$442K	0.19%	17
2024 Q2	$900K	Buy	9,060 +102	+1%	+$10.1K	0.39%	11
2024 Q1	$891K	Buy	8,958 +47	+0.5%	+$4.67K	0.41%	11
2023 Q4	$883K	Buy	8,911 +649	+8%	+$64.4K	0.42%	12
2023 Q3	$821K	Buy	8,262 +4,917	+147%	+$488K	0.43%	11
2023 Q2	$333K	Buy	+3,345	New	+$332K	0.17%	13

Other funds holding BILS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Beacon Wealthcare LLC's BILS Position: Q4 2024 in Review

Beacon Wealthcare LLC sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q4 2024, closing a stake of 4,605 shares — an estimated $459K sold.

Beacon Wealthcare LLC first reported a position in BILS in Q2 2023 and held it in 6 quarters. The position peaked at $900K in Q2 2024. 263 funds tracked by Wall St. Rank hold BILS as of Q4 2024.

Beacon Wealthcare LLC reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
Beacon Wealthcare LLC sold 4,605 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q4 2024, an estimated $459K.
Beacon Wealthcare LLC first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2023 and held it in 6 quarters.
Beacon Wealthcare LLC's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $900K in Q2 2024.
263 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q4 2024.

Based on Beacon Wealthcare LLC's 13F filing for Q4 2024, filed 3 Jan 2025.