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Clean Yield Group’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Clean Yield Group’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 		– Sell
-250
Closed -$24.8K – 391
2025
Q4 		$24.8K Hold
250
– – 0.01% 280
2025
Q3 		$24.9K Buy
+250
New +$24.8K 0.01% 276

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clean Yield Group's BILS Position: Q1 2026 in Review

Clean Yield Group sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q1 2026, closing a stake of 250 shares — an estimated $24.8K sold.

Clean Yield Group first reported a position in BILS in Q3 2025 and held it in 2 quarters. The position peaked at $24.9K in Q3 2025. 277 funds tracked by Wall St. Rank hold BILS as of Q1 2026.

  • Clean Yield Group reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
  • Clean Yield Group sold 250 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2026, an estimated $24.8K.
  • Clean Yield Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q3 2025 and held it in 2 quarters.
  • Clean Yield Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $24.9K in Q3 2025.
  • 277 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.