FIA
BILS icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foundations Investment Advisors's BILS Position: Q1 2026 in Review

Foundations Investment Advisors increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 414% in Q1 2026, buying an estimated $5.06M and bringing the position to 63,212 shares worth $6.29M. The position accounts for 0.08% of the portfolio, ranked #197.

Foundations Investment Advisors first reported a position in BILS in Q3 2025 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold BILS as of Q1 2026.

  • Foundations Investment Advisors held 63,212 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $6.29M as of Q1 2026.
  • Foundations Investment Advisors bought 50,915 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2026, an estimated $5.06M.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.08% of Foundations Investment Advisors's portfolio in Q1 2026, its #197 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 3 quarters since.
  • 276 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.