EP Wealth Advisors’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
Bought
Maintained
Sold
Other funds holding BILS
MIM
SIG
PCP
EP Wealth Advisors's BILS Position: Q2 2026 in Review
EP Wealth Advisors increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 58% in Q2 2026, buying an estimated $1.9M and bringing the position to 52,218 shares worth $5.19M. The position accounts for 0.02% of the portfolio, ranked #376.
EP Wealth Advisors first reported a position in BILS in Q1 2023 and has held it in 13 quarters since. The position peaked at $19.1M in Q1 2023. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.
- EP Wealth Advisors held 52,218 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $5.19M as of Q2 2026.
- EP Wealth Advisors bought 19,118 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $1.9M.
- State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #376 holding.
- EP Wealth Advisors 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.
- EP Wealth Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $19.1M 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.