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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.48M Buy
65,179
+2,609
+4% +$259K 0.06% 369
2026
Q1
$6.22M Buy
62,570
+8,037
+15% +$798K 0.07% 308
2025
Q4
$5.41M Buy
54,533
+1,138
+2% +$113K 0.06% 312
2025
Q3
$5.31M Buy
53,395
+2,048
+4% +$203K 0.09% 226
2025
Q2
$5.11M Buy
51,347
+8,001
+18% +$794K 0.1% 217
2025
Q1
$4.31M Buy
43,346
+23,335
+117% +$2.32M 0.1% 211
2024
Q4
$1.98M Buy
20,011
+799
+4% +$79.3K 0.05% 328
2024
Q3
$1.91M Buy
19,212
+2,734
+17% +$271K 0.06% 323
2024
Q2
$1.64M Buy
16,478
+3,800
+30% +$377K 0.05% 326
2024
Q1
$1.26M Buy
12,678
+7,761
+158% +$770K 0.05% 335
2023
Q4
$487K Buy
+4,917
New +$488K 0.02% 501

Other funds holding BILS

Concurrent Investment Advisors's BILS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 4.2% in Q2 2026, buying an estimated $259K and bringing the position to 65,179 shares worth $6.48M. The position accounts for 0.06% of the portfolio, ranked #369.

Concurrent Investment Advisors first reported a position in BILS in Q4 2023 and has held it in 11 quarters since. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

  • Concurrent Investment Advisors held 65,179 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $6.48M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,609 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $259K.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.06% of Concurrent Investment Advisors's portfolio in Q2 2026, its #369 holding.
  • Concurrent Investment Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2023 and has held it in 11 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.