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

Capstone Wealth Management Group (Oregon)’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	$4.75M	Buy	47,846 +449	+0.9%	+$44.6K	2.87%	7
2026 Q1	$4.71M	Buy	47,397 +1,946	+4%	+$193K	2.9%	7
2025 Q4	$4.51M	Buy	45,451 +3,406	+8%	+$338K	2.73%	10
2025 Q3	$4.18M	Sell	42,045 -2,241	-5%	-$223K	2.67%	10
2025 Q2	$4.4M	Buy	44,286 +4,293	+11%	+$426K	3.2%	8
2025 Q1	$3.98M	Buy	39,993 +4,797	+14%	+$476K	3.18%	8
2024 Q4	$3.49M	Buy	+35,196	New	+$3.49M	2.65%	10

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

Capstone Wealth Management Group (Oregon)'s BILS Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 0.95% in Q2 2026, buying an estimated $44.6K and bringing the position to 47,846 shares worth $4.75M. The position accounts for 2.87% of the portfolio, ranked #7.

Capstone Wealth Management Group (Oregon) first reported a position in BILS in Q4 2024 and has held it in 7 quarters since. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 47,846 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $4.75M as of Q2 2026.
Capstone Wealth Management Group (Oregon) bought 449 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $44.6K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 2.87% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #7 holding.
Capstone Wealth Management Group (Oregon) 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.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.