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

Gradient Capital 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	$2.62M	Buy	26,335 +4,242	+19%	+$421K	0.61%	44
2026 Q1	$2.2M	Sell	22,093 -6,714	-23%	-$667K	0.57%	43
2025 Q4	$2.86M	Sell	28,807 -2,329	-7%	-$231K	0.74%	40
2025 Q3	$3.1M	Buy	31,136 +4,752	+18%	+$472K	0.83%	39
2025 Q2	$2.62M	Buy	26,384 +11,780	+81%	+$1.17M	0.77%	38
2025 Q1	$1.45M	Sell	14,604 -3,333	-19%	-$331K	0.47%	50
2024 Q4	$1.78M	Buy	17,937 +14,804	+473%	+$1.47M	0.57%	40
2024 Q3	$312K	Buy	3,133 +1,049	+50%	+$104K	0.1%	121
2024 Q2	$207K	Buy	+2,084	New	+$207K	0.07%	138

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

Gradient Capital Advisors's BILS Position: Q2 2026 in Review

Gradient Capital Advisors increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 19% in Q2 2026, buying an estimated $421K and bringing the position to 26,335 shares worth $2.62M. The position accounts for 0.61% of the portfolio, ranked #44.

Gradient Capital Advisors first reported a position in BILS in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.1M in Q3 2025. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Gradient Capital Advisors held 26,335 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $2.62M as of Q2 2026.
Gradient Capital Advisors bought 4,242 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $421K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.61% of Gradient Capital Advisors's portfolio in Q2 2026, its #44 holding.
Gradient Capital Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2024 and has held it in 9 quarters since.
Gradient Capital Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $3.1M in Q3 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 Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.