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

Focus Partners Wealth’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 Q2	$13.9M	Sell	139,796 -44,855	-24%	-$4.45M	0.01%	606
2026 Q1	$18.4M	Sell	184,651 -127,989	-41%	-$12.7M	0.02%	520
2025 Q4	$31M	Buy	312,640 +290,991	+1,344%	+$28.9M	0.04%	385
2025 Q3	$2.15M	Buy	21,649 +5,475	+34%	+$544K	﹤0.01%	992
2025 Q2	$1.61M	Sell	16,174 -1,421	-8%	-$141K	﹤0.01%	966
2025 Q1	$1.75M	Sell	17,595 -393	-2%	-$39K	﹤0.01%	882
2024 Q4	$1.78M	Buy	+17,988	New	+$1.79M	﹤0.01%	862

Other funds holding BILS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Focus Partners Wealth reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 24% in Q2 2026, selling an estimated $4.45M and leaving 139,796 shares worth $13.9M. The position accounts for 0.01% of the portfolio, ranked #606.

Focus Partners Wealth first reported a position in BILS in Q4 2024 and has held it in 7 quarters since. The position peaked at $31M in Q4 2025. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Focus Partners Wealth held 139,796 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $13.9M as of Q2 2026.
Focus Partners Wealth sold 44,855 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $4.45M.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #606 holding.
Focus Partners Wealth first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
Focus Partners Wealth's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $31M in Q4 2025.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.