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

Fonville Wealth Management’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
Q3 		– Sell
-2,445
Closed -$243K – 128
2025
Q2 		$243K Buy
+2,445
New +$243K 0.06% 111

Other funds holding BILS

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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Fonville Wealth Management's BILS Position: Q3 2025 in Review

Fonville Wealth Management sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q3 2025, closing a stake of 2,445 shares — an estimated $243K sold.

Fonville Wealth Management first reported a position in BILS in Q2 2025 and held it in 1 quarter. The position peaked at $243K in Q2 2025. 266 funds tracked by Wall St. Rank hold BILS as of Q3 2025.

  • Fonville Wealth Management reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
  • Fonville Wealth Management sold 2,445 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2025, an estimated $243K.
  • Fonville Wealth Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2025 and held it in 1 quarter.
  • Fonville Wealth Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $243K in Q2 2025.
  • 266 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2025.

Based on Fonville Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.