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

Darden Wealth Group’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	$522K	Hold	5,251	–	–	0.21%	85
2026 Q2	$522K	Sell	5,251 -275	-5%	-$27.3K	0.21%	94
2026 Q1	$550K	Buy	5,526 +317	+6%	+$31.5K	0.28%	78
2025 Q4	$517K	Hold	5,209	–	–	0.25%	78
2025 Q3	$518K	Buy	5,209 +300	+6%	+$29.8K	0.27%	77
2025 Q2	$488K	Buy	+4,909	New	+$487K	0.29%	72

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Darden Wealth Group's BILS Position: Q3 2026 in Review

Darden Wealth Group held its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) position steady in Q3 2026 at 5,251 shares worth $522K. The position accounts for 0.21% of the portfolio, ranked #85.

Darden Wealth Group first reported a position in BILS in Q2 2025 and has held it in 6 quarters since. The position peaked at $550K in Q1 2026. 178 funds tracked by Wall St. Rank hold BILS as of Q3 2026.

Darden Wealth Group held 5,251 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $522K as of Q3 2026.
Darden Wealth Group left its State Street SPDR Bloomberg 3-12 Month T-Bill ETF share count unchanged in Q3 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.21% of Darden Wealth Group's portfolio in Q3 2026, its #85 holding.
Darden Wealth Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2025 and has held it in 6 quarters since.
Darden Wealth Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $550K in Q1 2026.
178 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.