Insight 2811 Inc’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Insight 2811 Inc’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	$395K	Sell	3,975 -500	-11%	-$49.6K	0.15%	64
2026 Q1	$445K	Buy	4,475 +80	+2%	+$7.95K	0.19%	63
2025 Q4	$436K	Hold	4,395	–	–	0.19%	58
2025 Q3	$437K	Sell	4,395 -240	-5%	-$23.8K	0.19%	56
2025 Q2	$461K	Sell	4,635 -2,500	-35%	-$248K	0.22%	51
2025 Q1	$710K	Sell	7,135 -250	-3%	-$24.8K	0.36%	35
2024 Q4	$732K	Sell	7,385 -450	-6%	-$44.7K	0.38%	33
2024 Q3	$780K	Sell	7,835 -2,400	-23%	-$238K	0.39%	32
2024 Q2	$1.02M	Buy	10,235 +1,182	+13%	+$117K	0.53%	21
2024 Q1	$900K	Hold	9,053	–	–	0.46%	23
2023 Q4	$897K	Hold	9,053	–	–	0.49%	22
2023 Q3	$900K	Buy	+9,053	New	+$898K	0.51%	22

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

Insight 2811 Inc's BILS Position: Q2 2026 in Review

Insight 2811 Inc reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 11% in Q2 2026, selling an estimated $49.6K and leaving 3,975 shares worth $395K. The position accounts for 0.15% of the portfolio, ranked #64.

Insight 2811 Inc first reported a position in BILS in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.02M in Q2 2024. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Insight 2811 Inc held 3,975 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $395K as of Q2 2026.
Insight 2811 Inc sold 500 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $49.6K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.15% of Insight 2811 Inc's portfolio in Q2 2026, its #64 holding.
Insight 2811 Inc 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.
Insight 2811 Inc's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $1.02M 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 Insight 2811 Inc's 13F filing for Q2 2026, filed 11 Aug 2026.