Financial Counselors Inc’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Financial Counselors Inc’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
2025 Q2	–	Sell	-4,171	Closed	-$415K	–	62
2025 Q1	$415K	Buy	+4,171	New	+$414K	0.01%	446
2024 Q3	–	Sell	-2,541	Closed	-$252K	–	587
2024 Q2	$252K	Sell	2,541 -1,806	-42%	-$179K	﹤0.01%	513
2024 Q1	$432K	Buy	+4,347	New	+$432K	0.01%	434

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Counselors Inc's BILS Position: Q2 2025 in Review

Financial Counselors Inc sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q2 2025, closing a stake of 4,171 shares — an estimated $415K sold.

Financial Counselors Inc first reported a position in BILS in Q1 2024 and held it in 3 quarters. The position peaked at $432K in Q1 2024. 288 funds tracked by Wall St. Rank hold BILS as of Q2 2025.

Financial Counselors Inc reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 4,171 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2025, an estimated $415K.
Financial Counselors Inc first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2024 and held it in 3 quarters.
Financial Counselors Inc's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $432K in Q1 2024.
288 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.