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 Q3	$583K	Sell	5,872 -5,430	-48%	-$539K	0.11%	76
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 $3.39B AUM 25.16% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

DBK Financial Counsel Cuyahoga Falls, Ohio $125M AUM 14.41% 1-Year Est. Return

Promethium Advisors Bethesda, Maryland $203M AUM 21.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Anson Capital Tyrone, Georgia $153M AUM 11.06% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Capstone Wealth Management Group (Oregon) Bend, Oregon $170M AUM 29.91% 1-Year Est. Return

Highline Wealth Partners's BILS Position: Q3 2026 in Review

Highline Wealth Partners reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 48% in Q3 2026, selling an estimated $539K and leaving 5,872 shares worth $583K. The position accounts for 0.11% of the portfolio, ranked #76.

Highline Wealth Partners first reported a position in BILS in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.53M in Q1 2026. 62 funds tracked by Wall St. Rank hold BILS as of Q3 2026.

Highline Wealth Partners held 5,872 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $583K as of Q3 2026.
Highline Wealth Partners sold 5,430 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2026, an estimated $539K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.11% of Highline Wealth Partners's portfolio in Q3 2026, its #76 holding.
Highline Wealth Partners first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2023 and has held it in 14 quarters since.
Highline Wealth Partners's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $1.53M in Q1 2026.
62 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.