Creative Planning
BILS icon

Creative Planning’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Creative Planning’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
-3,516
Closed -$349K – 4103
2025
Q4 		$349K Buy
+3,516
New +$349K ﹤0.01% 3138
2025
Q3 		– Sell
-5,500
Closed -$547K – 3924
2025
Q2 		$547K Buy
5,500
+1,437
+35% +$143K ﹤0.01% 2391
2025
Q1 		$404K Buy
+4,063
New +$404K ﹤0.01% 2491
2024
Q1 		– Sell
-2,453
Closed -$243K – 2930
2023
Q4 		$243K Sell
2,453
-325
-12% -$32.2K ﹤0.01% 2256
2023
Q3 		$276K Buy
2,778
+331
+14% +$32.9K ﹤0.01% 2003
2023
Q2 		$243K Buy
2,447
+27
+1% +$2.68K ﹤0.01% 2068
2023
Q1 		$241K Buy
+2,420
New +$241K ﹤0.01% 1979

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $759M AUM 28.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return