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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$20.9M Buy
210,314
+35,785
+21% +$3.55M 9.54% 1
2026
Q1
$17.4M Buy
174,529
+28,603
+20% +$2.84M 9.17% 1
2025
Q4
$14.5M Buy
145,926
+21,776
+18% +$2.16M 7.71% 4
2025
Q3
$12.4M Buy
124,150
+2,519
+2% +$250K 7.1% 4
2025
Q2
$12.1M Buy
121,631
+4,945
+4% +$491K 7.38% 4
2025
Q1
$11.6M Buy
116,686
+24,206
+26% +$2.4M 7.74% 4
2024
Q4
$9.17M Buy
92,480
+8,846
+11% +$878K 6.09% 5
2024
Q3
$8.33M Buy
83,634
+21,585
+35% +$2.14M 5.94% 5
2024
Q2
$6.17M Buy
62,049
+26,671
+75% +$2.65M 4.7% 5
2024
Q1
$3.52M Buy
35,378
+24,034
+212% +$2.39M 2.71% 10
2023
Q4
$1.12M Buy
11,344
+146
+1% +$14.5K 0.95% 21
2023
Q3
$1.11M Buy
+11,198
New +$1.11M 1.08% 20

Other funds holding BILS

Horizon Family Wealth's BILS Position: Q2 2026 in Review

Horizon Family Wealth increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 21% in Q2 2026, buying an estimated $3.55M and bringing the position to 210,314 shares worth $20.9M. The position accounts for 9.54% of the portfolio, ranked #1.

Horizon Family Wealth first reported a position in BILS in Q3 2023 and has held it in 12 quarters since. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

  • Horizon Family Wealth held 210,314 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $20.9M as of Q2 2026.
  • Horizon Family Wealth bought 35,785 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $3.55M.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 9.54% of Horizon Family Wealth's portfolio in Q2 2026, its #1 holding.
  • Horizon Family Wealth first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q3 2023 and has held it in 12 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 Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.