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

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GK Wealth Management Reno, Nevada $165M AUM 66.42% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return