Belpointe Asset Management’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Belpointe Asset Management’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	$1.31M	Buy	13,204 +2,705	+26%	+$269K	0.04%	407
2026 Q1	$1.04M	Sell	10,499 -1,050	-9%	-$104K	0.04%	441
2025 Q4	$1.15M	Buy	11,549 +546	+5%	+$54.2K	0.04%	376
2025 Q3	$1.1M	Sell	11,003 -109	-1%	-$10.8K	0.04%	376
2025 Q2	$1.1M	Buy	11,112 +644	+6%	+$63.9K	0.05%	328
2025 Q1	$1.04M	Buy	+10,468	New	+$1.04M	0.05%	325
2024 Q3	–	Sell	-3,049	Closed	-$303K	–	936
2024 Q2	$303K	Sell	3,049 -175	-5%	-$17.4K	0.02%	580
2024 Q1	$321K	Sell	3,224 -14,615	-82%	-$1.45M	0.02%	567
2023 Q4	$1.77M	Sell	17,839 -37,716	-68%	-$3.74M	0.16%	130
2023 Q3	$5.52M	Sell	55,555 -6,435	-10%	-$639K	0.57%	26
2023 Q2	$6.17M	Buy	61,990 +1,601	+3%	+$159K	0.65%	22
2023 Q1	$6.02M	Buy	+60,389	New	+$6M	0.32%	48

Other funds holding BILS

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

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

MWM

MOKAN Wealth Management Overland Park, Kansas $262M AUM 32.41% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

DFC

DBK Financial Counsel Cuyahoga Falls, Ohio $119M AUM 22.4% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Belpointe Asset Management's BILS Position: Q2 2026 in Review

Belpointe Asset Management increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 26% in Q2 2026, buying an estimated $269K and bringing the position to 13,204 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #407.

Belpointe Asset Management first reported a position in BILS in Q1 2023 and has held it in 12 quarters since. The position peaked at $6.17M in Q2 2023. 122 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Belpointe Asset Management held 13,204 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $1.31M as of Q2 2026.
Belpointe Asset Management bought 2,705 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $269K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #407 holding.
Belpointe Asset Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2023 and has held it in 12 quarters since.
Belpointe Asset Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $6.17M in Q2 2023.
122 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.