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

Holos Integrated Wealth’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 		$69.1K Hold
697
– – 0.03% 137
2026
Q1 		$69.1K Buy
+697
New +$69.2K 0.04% 137

Other funds holding BILS

BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
DFC
DBK Financial Counsel Cuyahoga Falls, Ohio $119M AUM 22.4% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Holos Integrated Wealth's BILS Position: Q2 2026 in Review

Holos Integrated Wealth held its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) position steady in Q2 2026 at 697 shares worth $69.1K. The position accounts for 0.03% of the portfolio, ranked #137.

Holos Integrated Wealth first reported a position in BILS in Q1 2026 and has held it in 2 quarters since. The position peaked at $69.1K in Q1 2026. 75 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

  • Holos Integrated Wealth held 697 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $69.1K as of Q2 2026.
  • Holos Integrated Wealth left its State Street SPDR Bloomberg 3-12 Month T-Bill ETF share count unchanged in Q2 2026.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.03% of Holos Integrated Wealth's portfolio in Q2 2026, its #137 holding.
  • Holos Integrated Wealth first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2026 and has held it in 2 quarters since.
  • Holos Integrated Wealth's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $69.1K in Q1 2026.
  • 75 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

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