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Independent Advisor Alliance’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Independent Advisor Alliance’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 		– Sell
-96,792
Closed -$9.62M – 1081
2026
Q1 		$9.62M Buy
+96,792
New +$9.61M 0.1% 177
2025
Q1 		– Sell
-82,999
Closed -$8.23M – 840
2024
Q4 		$8.23M Buy
+82,999
New +$8.24M 0.11% 189

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Advisor Alliance's BILS Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q2 2026, closing a stake of 96,792 shares — an estimated $9.62M sold.

Independent Advisor Alliance first reported a position in BILS in Q4 2024 and held it in 2 quarters. The position peaked at $9.62M in Q1 2026. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

  • Independent Advisor Alliance reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 96,792 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $9.62M.
  • Independent Advisor Alliance first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $9.62M in Q1 2026.
  • 281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.