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Consolidated Portfolio Review Corp’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Consolidated Portfolio Review Corp’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
2025
Q4 		– Sell
-3,857
Closed -$384K – 70
2025
Q3 		$384K Buy
3,857
+34
+0.9% +$3.38K 0.05% 316
2025
Q2 		$380K Buy
+3,823
New +$380K 0.05% 300

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Consolidated Portfolio Review Corp's BILS Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q4 2025, closing a stake of 3,857 shares — an estimated $384K sold.

Consolidated Portfolio Review Corp first reported a position in BILS in Q2 2025 and held it in 2 quarters. The position peaked at $384K in Q3 2025. 270 funds tracked by Wall St. Rank hold BILS as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 3,857 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q4 2025, an estimated $384K.
  • Consolidated Portfolio Review Corp first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2025 and held it in 2 quarters.
  • Consolidated Portfolio Review Corp's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $384K in Q3 2025.
  • 270 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.