Core Wealth Partners’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Core Wealth Partners’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 Q3	$741K	Buy	+7,455	New	+$740K	0.3%	79

Other funds holding BILS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Asset One Wealth Management Bellevue, Washington $1.17B AUM 22.82% 1-Year Est. Return

Pecaut & Co Sioux City, Iowa $346M AUM 11.64% 1-Year Est. Return

SoundView Advisors Olympia, Washington $312M AUM 10.08% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Core Wealth Partners's BILS Position: Q3 2026 in Review

Core Wealth Partners opened a new position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q3 2026: 7,455 shares worth $741K. The stake represents 0.3% of the portfolio and ranks #79 among its holdings.

149 funds tracked by Wall St. Rank hold BILS as of Q3 2026.

Core Wealth Partners held 7,455 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $741K as of Q3 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF was a new Core Wealth Partners position in Q3 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.3% of Core Wealth Partners's portfolio in Q3 2026, its #79 holding.
149 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2026.

Based on Core Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.