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Dynamic Advisor Solutions’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Dynamic Advisor Solutions’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 		– Sell
-5,593
Closed -$556K – 1040
2026
Q2 		$556K Sell
5,593
-675
-11% -$67K 0.02% 654
2026
Q1 		$623K Sell
6,268
-138
-2% -$13.7K 0.02% 582
2025
Q4 		$636K Buy
6,406
+55
+0.9% +$5.46K 0.02% 569
2025
Q3 		$632K Sell
6,351
-493
-7% -$49K 0.02% 568
2025
Q2 		$680K Buy
6,844
+2,313
+51% +$230K 0.02% 535
2025
Q1 		$451K Buy
+4,531
New +$450K 0.01% 607
2024
Q4 		– Sell
-4,023
Closed -$401K – 669
2024
Q3 		$401K Buy
4,023
+327
+9% +$32.5K 0.01% 666
2024
Q2 		$367K Buy
3,696
+197
+6% +$19.5K 0.01% 707
2024
Q1 		$348K Buy
3,499
+927
+36% +$92K 0.01% 709
2023
Q4 		$255K Buy
+2,572
New +$255K 0.01% 767

Other funds holding BILS

DFC
DBK Financial Counsel Cuyahoga Falls, Ohio $125M AUM 14.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
OFI
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Dynamic Advisor Solutions's BILS Position: Q3 2026 in Review

Dynamic Advisor Solutions sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q3 2026, closing a stake of 5,593 shares — an estimated $556K sold.

Dynamic Advisor Solutions first reported a position in BILS in Q4 2023 and held it in 10 quarters. The position peaked at $680K in Q2 2025. 18 funds tracked by Wall St. Rank hold BILS as of Q3 2026.

  • Dynamic Advisor Solutions reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q3 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 5,593 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2026, an estimated $556K.
  • Dynamic Advisor Solutions first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2023 and held it in 10 quarters.
  • Dynamic Advisor Solutions's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $680K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.