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

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

Highline Wealth Partners's BILS Position: Q2 2026 in Review

Highline Wealth Partners reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 26% in Q2 2026, selling an estimated $401K and leaving 11,302 shares worth $1.12M. The position accounts for 0.23% of the portfolio, ranked #54.

Highline Wealth Partners first reported a position in BILS in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.53M in Q1 2026. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Highline Wealth Partners held 11,302 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $1.12M as of Q2 2026.
Highline Wealth Partners sold 4,037 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $401K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.23% of Highline Wealth Partners's portfolio in Q2 2026, its #54 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 13 quarters since.
Highline Wealth Partners's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $1.53M in Q1 2026.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.