HighPoint Advisor Group’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

HighPoint Advisor Group’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	$19.3M	Buy	193,985 +20,677	+12%	+$2.05M	0.68%	28
2026 Q1	$17.2M	Buy	173,308 +19,549	+13%	+$1.94M	0.72%	30
2025 Q4	$15.3M	Buy	+153,759	New	+$15.3M	0.34%	59

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

HighPoint Advisor Group's BILS Position: Q2 2026 in Review

HighPoint Advisor Group increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 12% in Q2 2026, buying an estimated $2.05M and bringing the position to 193,985 shares worth $19.3M. The position accounts for 0.68% of the portfolio, ranked #28.

HighPoint Advisor Group first reported a position in BILS in Q4 2025 and has held it in 3 quarters since. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

HighPoint Advisor Group held 193,985 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $19.3M as of Q2 2026.
HighPoint Advisor Group bought 20,677 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $2.05M.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.68% of HighPoint Advisor Group's portfolio in Q2 2026, its #28 holding.
HighPoint Advisor Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2025 and has held it in 3 quarters since.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.