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

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. 94 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.
94 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.