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

Fourth Dimension 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	$49.6K	Sell	499 -8	-2%	-$794	0.02%	267
2026 Q1	$50.4K	Sell	507 -501	-50%	-$49.8K	0.02%	228
2025 Q4	$100K	Hold	1,008	–	–	0.04%	178
2025 Q3	$100K	Hold	1,008	–	–	0.04%	171
2025 Q2	$100K	Sell	1,008 -1,260	-56%	-$125K	0.04%	170
2025 Q1	$226K	Hold	2,268	–	–	0.11%	101
2024 Q4	$225K	Buy	+2,268	New	+$225K	0.12%	97

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

Fourth Dimension Wealth's BILS Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 1.6% in Q2 2026, selling an estimated $794 and leaving 499 shares worth $49.6K. The position accounts for 0.02% of the portfolio, ranked #267.

Fourth Dimension Wealth first reported a position in BILS in Q4 2024 and has held it in 7 quarters since. The position peaked at $226K in Q1 2025. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Fourth Dimension Wealth held 499 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $49.6K as of Q2 2026.
Fourth Dimension Wealth sold 8 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $794.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.02% of Fourth Dimension Wealth's portfolio in Q2 2026, its #267 holding.
Fourth Dimension 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.
Fourth Dimension Wealth's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $226K in Q1 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 Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.