IFP Advisors’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

IFP Advisors’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	$156K	Sell	1,568 -2,825	-64%	-$280K	﹤0.01%	1677
2026 Q1	$437K	Sell	4,393 -893	-17%	-$88.7K	0.01%	1024
2025 Q4	$524K	Sell	5,286 -13,956	-73%	-$1.39M	0.01%	909
2025 Q3	$1.91M	Buy	19,242 +2,495	+15%	+$248K	0.05%	394
2025 Q2	$1.67M	Sell	16,747 -1,462	-8%	-$145K	0.05%	401
2025 Q1	$1.81M	Sell	18,209 -12,396	-41%	-$1.23M	0.06%	376
2024 Q4	$3.03M	Sell	30,605 -15,031	-33%	-$1.49M	0.1%	232
2024 Q3	$4.54M	Sell	45,636 -10,666	-19%	-$1.06M	0.16%	136
2024 Q2	$5.59M	Buy	56,302 +4,676	+9%	+$464K	0.22%	99
2024 Q1	$5.13M	Buy	51,626 +17,083	+49%	+$1.7M	0.23%	97
2023 Q4	$3.42M	Buy	34,543 +4,212	+14%	+$418K	0.16%	135
2023 Q3	$3.02M	Sell	30,331 -15	-0%	-$1.49K	0.14%	149
2023 Q2	$3.02M	Sell	30,346 -3,622	-11%	-$360K	0.13%	171
2023 Q1	$3.4M	Sell	33,968 -8,631	-20%	-$858K	0.15%	137
2022 Q4	$4.26M	Buy	+42,599	New	+$4.23M	0.11%	175

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

IFP Advisors's BILS Position: Q2 2026 in Review

IFP Advisors reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 64% in Q2 2026, selling an estimated $280K and leaving 1,568 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

IFP Advisors first reported a position in BILS in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.59M in Q2 2024. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

IFP Advisors held 1,568 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $156K as of Q2 2026.
IFP Advisors sold 2,825 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $280K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1677 holding.
IFP Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2022 and has held it in 15 quarters since.
IFP Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $5.59M in Q2 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 IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.