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 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 $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

Destination Wealth Management's BILS Position: Q1 2026 in Review

Destination Wealth Management reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 7% in Q1 2026, selling an estimated $17.7K and leaving 2,369 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #287.

Destination Wealth Management first reported a position in BILS in Q1 2023 and has held it in 13 quarters since. The position peaked at $254K in Q1 2023. 276 funds tracked by Wall St. Rank hold BILS as of Q1 2026.

Destination Wealth Management held 2,369 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $236K as of Q1 2026.
Destination Wealth Management sold 178 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2026, an estimated $17.7K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #287 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 13 quarters since.
Destination Wealth Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $254K in Q1 2023.
276 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.