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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.01M Buy
10,201
+5,585
+121% +$555K 0.4% 44
2026
Q1
$459K Buy
+4,616
New +$458K 0.21% 71

Other funds holding BILS

Flatrock Wealth Partners's BILS Position: Q2 2026 in Review

Flatrock Wealth Partners increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 121% in Q2 2026, buying an estimated $555K and bringing the position to 10,201 shares worth $1.01M. The position accounts for 0.4% of the portfolio, ranked #44.

Flatrock Wealth Partners first reported a position in BILS in Q1 2026 and has held it in 2 quarters since. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

  • Flatrock Wealth Partners held 10,201 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $1.01M as of Q2 2026.
  • Flatrock Wealth Partners bought 5,585 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $555K.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.4% of Flatrock Wealth Partners's portfolio in Q2 2026, its #44 holding.
  • Flatrock Wealth Partners first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2026 and has held it in 2 quarters since.
  • 281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

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