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

Freedom Investment 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
-3,682
Closed -$366K – 207
2025
Q2 		$366K Buy
3,682
+1,331
+57% +$132K 0.03% 526
2025
Q1 		$234K Sell
2,351
-370
-14% -$36.8K 0.02% 667
2024
Q4 		$270K Sell
2,721
-164
-6% -$16.3K 0.02% 633
2024
Q3 		$287K Buy
2,885
+34
+1% +$3.38K 0.02% 612
2024
Q2 		$283K Sell
2,851
-1,162
-29% -$115K 0.02% 620
2024
Q1 		$399K Sell
4,013
-1,823
-31% -$181K 0.03% 503
2023
Q4 		$579K Buy
+5,836
New +$579K 0.05% 396

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Freedom Investment Management's BILS Position: Q3 2025 in Review

Freedom Investment Management sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q3 2025, closing a stake of 3,682 shares — an estimated $366K sold.

Freedom Investment Management first reported a position in BILS in Q4 2023 and held it in 7 quarters. The position peaked at $579K in Q4 2023. 266 funds tracked by Wall St. Rank hold BILS as of Q3 2025.

  • Freedom Investment 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.
  • Freedom Investment Management sold 3,682 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2025, an estimated $366K.
  • Freedom Investment Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2023 and held it in 7 quarters.
  • Freedom Investment Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $579K in Q4 2023.
  • 266 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.