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

Independent Financial Group’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	$5.31M	Buy	53,418 +1,673	+3%	+$166K	0.1%	205
2026 Q1	$5.15M	Sell	51,745 -1,636	-3%	-$162K	0.12%	172
2025 Q4	$5.3M	Sell	53,381 -1,464	-3%	-$145K	0.12%	161
2025 Q3	$5.46M	Sell	54,845 -1,481	-3%	-$147K	0.13%	144
2025 Q2	$5.6M	Buy	56,326 +3,473	+7%	+$345K	0.15%	127
2025 Q1	$5.26M	Buy	52,853 +1,684	+3%	+$167K	0.18%	110
2024 Q4	$5.07M	Sell	51,169 -5,416	-10%	-$538K	0.17%	112
2024 Q3	$5.63M	Buy	56,585 +11,732	+26%	+$1.16M	0.21%	90
2024 Q2	$4.46M	Buy	44,853 +13,265	+42%	+$1.32M	0.18%	111
2024 Q1	$3.14M	Buy	31,588 +1,624	+5%	+$161K	0.14%	140
2023 Q4	$2.97M	Buy	29,964 +14,463	+93%	+$1.43M	0.16%	139
2023 Q3	$1.54M	Buy	15,501 +5,513	+55%	+$547K	0.1%	225
2023 Q2	$993K	Buy	9,988 +2,431	+32%	+$241K	0.07%	312
2023 Q1	$753K	Buy	+7,557	New	+$751K	0.06%	353

Other funds holding BILS

LPL Financial San Diego, California $445B AUM 25.58% 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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Financial Group's BILS Position: Q2 2026 in Review

Independent Financial Group increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 3.2% in Q2 2026, buying an estimated $166K and bringing the position to 53,418 shares worth $5.31M. The position accounts for 0.1% of the portfolio, ranked #205.

Independent Financial Group first reported a position in BILS in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.63M in Q3 2024. 272 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Independent Financial Group held 53,418 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $5.31M as of Q2 2026.
Independent Financial Group bought 1,673 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $166K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.1% of Independent Financial Group's portfolio in Q2 2026, its #205 holding.
Independent Financial Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
Independent Financial Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $5.63M in Q3 2024.
272 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.