Foundations Investment Advisors’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Foundations Investment Advisors’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	$591K	Sell	5,950 -57,262	-91%	-$5.69M	0.01%	730
2026 Q1	$6.29M	Buy	63,212 +50,915	+414%	+$5.06M	0.08%	197
2025 Q4	$1.22M	Sell	12,297 -5,554	-31%	-$552K	0.02%	456
2025 Q3	$1.78M	Buy	+17,851	New	+$1.77M	0.03%	335

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 22.9% 1-Year Est. Return

Foundations Investment Advisors's BILS Position: Q2 2026 in Review

Foundations Investment Advisors reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 91% in Q2 2026, selling an estimated $5.69M and leaving 5,950 shares worth $591K. The position accounts for 0.01% of the portfolio, ranked #730.

Foundations Investment Advisors first reported a position in BILS in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.29M in Q1 2026. 282 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Foundations Investment Advisors held 5,950 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $591K as of Q2 2026.
Foundations Investment Advisors sold 57,262 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $5.69M.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #730 holding.
Foundations Investment Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q3 2025 and has held it in 4 quarters since.
Foundations Investment Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $6.29M in Q1 2026.
282 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.