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 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 $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Darden Wealth Group's BILS Position: Q1 2026 in Review

Darden Wealth Group increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 6.1% in Q1 2026, buying an estimated $31.5K and bringing the position to 5,526 shares worth $550K. The position accounts for 0.28% of the portfolio, ranked #78.

Darden Wealth Group first reported a position in BILS in Q2 2025 and has held it in 4 quarters since. 276 funds tracked by Wall St. Rank hold BILS as of Q1 2026.

Darden Wealth Group held 5,526 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $550K as of Q1 2026.
Darden Wealth Group bought 317 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2026, an estimated $31.5K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.28% of Darden Wealth Group's portfolio in Q1 2026, its #78 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 4 quarters since.
276 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.