Carrera Capital Advisors’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Carrera Capital Advisors’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	$3.86M	Sell	38,849 -3,181	-8%	-$316K	0.57%	35
2026 Q1	$4.18M	Sell	42,030 -823	-2%	-$81.7K	0.64%	32
2025 Q4	$4.25M	Sell	42,853 -4,485	-9%	-$445K	0.71%	30
2025 Q3	$4.71M	Buy	47,338 +683	+1%	+$67.8K	0.85%	22
2025 Q2	$4.64M	Buy	46,655 +5,849	+14%	+$581K	0.93%	23
2025 Q1	$4.06M	Sell	40,806 -23,301	-36%	-$2.31M	0.9%	17
2024 Q4	$6.36M	Sell	64,107 -1,922	-3%	-$191K	1.49%	10
2024 Q3	$6.58M	Sell	66,029 -2,014	-3%	-$200K	1.61%	10
2024 Q2	$6.76M	Buy	+68,043	New	+$6.75M	2.21%	8

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

Carrera Capital Advisors's BILS Position: Q2 2026 in Review

Carrera Capital Advisors reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 7.6% in Q2 2026, selling an estimated $316K and leaving 38,849 shares worth $3.86M. The position accounts for 0.57% of the portfolio, ranked #35.

Carrera Capital Advisors first reported a position in BILS in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.76M in Q2 2024. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Carrera Capital Advisors held 38,849 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $3.86M as of Q2 2026.
Carrera Capital Advisors sold 3,181 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $316K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.57% of Carrera Capital Advisors's portfolio in Q2 2026, its #35 holding.
Carrera Capital Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2024 and has held it in 9 quarters since.
Carrera Capital Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $6.76M in Q2 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 Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.