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

Gibbs 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
2026 Q1	$517K	Buy	5,203 +275	+6%	+$27.3K	0.07%	290
2025 Q4	$489K	Sell	4,928 -1,155	-19%	-$115K	0.12%	204
2025 Q3	$605K	Sell	6,083 -342	-5%	-$34K	0.14%	175
2025 Q2	$639K	Sell	6,425 -1,962	-23%	-$195K	0.12%	195
2025 Q1	$834K	Sell	8,387 -102	-1%	-$10.1K	0.2%	115
2024 Q4	$842K	Buy	8,489 +260	+3%	+$25.8K	0.23%	96
2024 Q3	$819K	Buy	8,229 +825	+11%	+$81.9K	0.27%	82
2024 Q2	$736K	Sell	7,404 -1,885	-20%	-$187K	0.3%	82
2024 Q1	$924K	Buy	+9,289	New	+$922K	0.53%	43

Other funds holding BILS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gibbs Wealth Management's BILS Position: Q1 2026 in Review

Gibbs Wealth Management increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 5.6% in Q1 2026, buying an estimated $27.3K and bringing the position to 5,203 shares worth $517K. The position accounts for 0.07% of the portfolio, ranked #290.

Gibbs Wealth Management first reported a position in BILS in Q1 2024 and has held it in 9 quarters since. The position peaked at $924K in Q1 2024. 277 funds tracked by Wall St. Rank hold BILS as of Q1 2026.

Gibbs Wealth Management held 5,203 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $517K as of Q1 2026.
Gibbs Wealth Management bought 275 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2026, an estimated $27.3K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.07% of Gibbs Wealth Management's portfolio in Q1 2026, its #290 holding.
Gibbs Wealth Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2024 and has held it in 9 quarters since.
Gibbs Wealth Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $924K in Q1 2024.
277 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.