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

JDM 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
2025
Q4 		– Sell
-178
Closed -$17.7K – 255
2025
Q3 		$17.7K Hold
178
– – 0.01% 144
2025
Q2 		$17.7K Hold
178
– – 0.01% 137
2025
Q1 		$17.7K Hold
178
– – 0.01% 130
2024
Q4 		$17.6K Hold
178
– – 0.01% 134
2024
Q3 		$17.7K Hold
178
– – 0.01% 133
2024
Q2 		$17.7K Hold
178
– – 0.01% 119
2024
Q1 		$17.7K Hold
178
– – 0.01% 113
2023
Q4 		$17.6K Hold
178
– – 0.01% 106
2023
Q3 		$17.7K Buy
178
+8
+5% +$794 0.02% 99
2023
Q2 		$16.9K Buy
170
+14
+9% +$1.39K 0.01% 104
2023
Q1 		$15.5K Buy
+156
New +$15.5K 0.01% 112

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JDM Financial Group's BILS Position: Q4 2025 in Review

JDM Financial Group sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q4 2025, closing a stake of 178 shares — an estimated $17.7K sold.

JDM Financial Group first reported a position in BILS in Q1 2023 and held it in 11 quarters. The position peaked at $17.7K in Q3 2024. 270 funds tracked by Wall St. Rank hold BILS as of Q4 2025.

  • JDM Financial Group reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q4 2025 after selling out during the quarter.
  • JDM Financial Group sold 178 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q4 2025, an estimated $17.7K.
  • JDM Financial Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2023 and held it in 11 quarters.
  • JDM Financial Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $17.7K in Q3 2024.
  • 270 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q4 2025.

Based on JDM Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.