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

Highline Wealth Partners’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	$1.12M	Sell	11,302 -4,037	-26%	-$401K	0.23%	54
2026 Q1	$1.53M	Buy	15,339 +14,469	+1,663%	+$1.44M	0.39%	45
2025 Q4	$86.3K	Buy	870 +3	+0.3%	+$298	0.02%	100
2025 Q3	$86.3K	Sell	867 -924	-52%	-$91.8K	0.02%	128
2025 Q2	$178K	Sell	1,791 -30	-2%	-$2.98K	0.05%	101
2025 Q1	$181K	Sell	1,821 -1,382	-43%	-$137K	0.06%	95
2024 Q4	$318K	Sell	3,203 -640	-17%	-$63.5K	0.1%	84
2024 Q3	$383K	Sell	3,843 -261	-6%	-$25.9K	0.13%	83
2024 Q2	$408K	Buy	4,104 +529	+15%	+$52.5K	0.15%	79
2024 Q1	$355K	Sell	3,575 -2,698	-43%	-$268K	0.14%	85
2023 Q4	$622K	Sell	6,273 -881	-12%	-$87.4K	0.3%	70
2023 Q3	$711K	Buy	7,154 +4,142	+138%	+$411K	0.44%	55
2023 Q2	$300K	Buy	+3,012	New	+$299K	0.19%	80

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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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