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

Choate Investment 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 Q1	$6.66M	Sell	67,021 -10,509	-14%	-$1.04M	0.13%	79
2025 Q4	$7.69M	Sell	77,530 -11,540	-13%	-$1.15M	0.15%	67
2025 Q3	$8.86M	Sell	89,070 -31,680	-26%	-$3.15M	0.18%	59
2025 Q2	$12M	Sell	120,750 -4,218	-3%	-$419K	0.26%	50
2025 Q1	$12.4M	Buy	124,968 +32,746	+36%	+$3.25M	0.31%	51
2024 Q4	$9.14M	Buy	92,222 +913	+1%	+$90.6K	0.22%	60
2024 Q3	$9.09M	Sell	91,309 -31,240	-25%	-$3.1M	0.23%	59
2024 Q2	$12.2M	Sell	122,549 -40,270	-25%	-$3.99M	0.32%	43
2024 Q1	$16.2M	Buy	162,819 +9,992	+7%	+$992K	0.44%	28
2023 Q4	$15.1M	Buy	152,827 +54,348	+55%	+$5.39M	0.47%	24
2023 Q3	$9.79M	Buy	98,479 +17,037	+21%	+$1.69M	0.38%	27
2023 Q2	$8.1M	Sell	81,442 -163,149	-67%	-$16.2M	0.34%	29
2023 Q1	$24.4M	Sell	244,591 -278,508	-53%	-$27.7M	1.18%	11
2022 Q4	$51.9M	Buy	+523,099	New	+$52M	3.13%	5

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

SIG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Choate Investment Advisors's BILS Position: Q1 2026 in Review

Choate Investment Advisors reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 14% in Q1 2026, selling an estimated $1.04M and leaving 67,021 shares worth $6.66M. The position accounts for 0.13% of the portfolio, ranked #79.

Choate Investment Advisors first reported a position in BILS in Q4 2022 and has held it in 14 quarters since. The position peaked at $51.9M in Q4 2022. 276 funds tracked by Wall St. Rank hold BILS as of Q1 2026.

Choate Investment Advisors held 67,021 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $6.66M as of Q1 2026.
Choate Investment Advisors sold 10,509 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2026, an estimated $1.04M.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.13% of Choate Investment Advisors's portfolio in Q1 2026, its #79 holding.
Choate Investment Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2022 and has held it in 14 quarters since.
Choate Investment Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $51.9M in Q4 2022.
276 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.