Iams Wealth Management’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
$1.32M Sell
13,253
-6,005
-31% -$596K 0.4% 74
2026
Q1
$1.92M Buy
19,258
+549
+3% +$54.5K 0.67% 49
2025
Q4
$1.86M Sell
18,709
-17,517
-48% -$1.74M 0.67% 52
2025
Q3
$3.61M Buy
36,226
+5,388
+17% +$535K 1.45% 11
2025
Q2
$3.07M Buy
30,838
+299
+1% +$29.7K 1.41% 12
2025
Q1
$3.04M Sell
30,539
-2,369
-7% -$235K 1.39% 12
2024
Q4
$3.26M Sell
32,908
-61,863
-65% -$6.14M 1.49% 13
2024
Q3
$9.44M Sell
94,771
-9,242
-9% -$918K 4.63% 3
2024
Q2
$10.3M Sell
104,013
-55,929
-35% -$5.55M 5.66% 3
2024
Q1
$15.9M Buy
159,942
+32,723
+26% +$3.25M 9.72% 1
2023
Q4
$12.6M Buy
127,219
+80,774
+174% +$8.01M 8.15% 1
2023
Q3
$4.62M Buy
+46,445
New +$4.61M 3.2% 4

Other funds holding BILS

Iams Wealth Management's BILS Position: Q2 2026 in Review

Iams Wealth Management reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 31% in Q2 2026, selling an estimated $596K and leaving 13,253 shares worth $1.32M. The position accounts for 0.4% of the portfolio, ranked #74.

Iams Wealth Management first reported a position in BILS in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.9M in Q1 2024. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

  • Iams Wealth Management held 13,253 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $1.32M as of Q2 2026.
  • Iams Wealth Management sold 6,005 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $596K.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.4% of Iams Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Iams Wealth Management 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.
  • Iams Wealth Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $15.9M in Q1 2024.
  • 281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.