Cornerstone Planning’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
$240K Sell
2,462
-175
-7% -$17.4K 0.06% 132
2026
Q1
$258K Sell
2,637
-652
-20% -$64.8K 0.06% 129
2025
Q4
$322K Buy
+3,289
New +$327K 0.07% 115
2024
Q4
$6.91M Buy
+69,739
New +$6.92M 2.64% 6

Other funds holding BILS

Cornerstone Planning's BILS Position: Q2 2026 in Review

Cornerstone Planning reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 6.6% in Q2 2026, selling an estimated $17.4K and leaving 2,462 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #132.

Cornerstone Planning first reported a position in BILS in Q4 2024 and has held it in 4 quarters since. The position peaked at $6.91M in Q4 2024. 280 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

  • Cornerstone Planning held 2,462 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $240K as of Q2 2026.
  • Cornerstone Planning sold 175 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $17.4K.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.06% of Cornerstone Planning's portfolio in Q2 2026, its #132 holding.
  • Cornerstone Planning first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2024 and has held it in 4 quarters since.
  • Cornerstone Planning's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $6.91M in Q4 2024.
  • 280 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.