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

Destination Wealth Management’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 Q2	$200K	Sell	2,016 -353	-15%	-$35K	﹤0.01%	322
2026 Q1	$236K	Sell	2,369 -178	-7%	-$17.7K	0.01%	287
2025 Q4	$253K	Hold	2,547	–	–	0.01%	261
2025 Q3	$253K	Hold	2,547	–	–	0.01%	234
2025 Q2	$253K	Hold	2,547	–	–	0.01%	226
2025 Q1	$253K	Hold	2,547	–	–	0.01%	214
2024 Q4	$253K	Hold	2,547	–	–	0.01%	216
2024 Q3	$254K	Hold	2,547	–	–	0.01%	203
2024 Q2	$253K	Hold	2,547	–	–	0.01%	182
2024 Q1	$253K	Hold	2,547	–	–	0.01%	184
2023 Q4	$252K	Hold	2,547	–	–	0.01%	179
2023 Q3	$253K	Hold	2,547	–	–	0.01%	177
2023 Q2	$253K	Hold	2,547	–	–	0.01%	178
2023 Q1	$254K	Buy	+2,547	New	+$253K	0.01%	186

Other funds holding BILS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Destination Wealth Management's BILS Position: Q2 2026 in Review

Destination Wealth Management reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 15% in Q2 2026, selling an estimated $35K and leaving 2,016 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Destination Wealth Management first reported a position in BILS in Q1 2023 and has held it in 14 quarters since. The position peaked at $254K in Q1 2023. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Destination Wealth Management held 2,016 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $200K as of Q2 2026.
Destination Wealth Management sold 353 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $35K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up ﹤0.01% of Destination Wealth Management's portfolio in Q2 2026, its #322 holding.
Destination Wealth Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
Destination Wealth Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $254K in Q1 2023.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.