JSW
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Journey Strategic Wealth’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Journey Strategic Wealth’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
Q1 		– Sell
-2,040
Closed -$202K – 834
2025
Q4 		$202K Sell
2,040
-116
-5% -$11.5K 0.01% 716
2025
Q3 		$215K Sell
2,156
-44
-2% -$4.37K 0.01% 631
2025
Q2 		$219K Sell
2,200
-20
-0.9% -$1.99K 0.01% 580
2025
Q1 		$221K Sell
2,220
-2,502
-53% -$249K 0.01% 441
2024
Q4 		$468K Sell
4,722
-4,574
-49% -$454K 0.02% 231
2024
Q3 		$926K Buy
9,296
+129
+1% +$12.8K 0.03% 135
2024
Q2 		$911K Sell
9,167
-53
-0.6% -$5.26K 0.04% 100
2024
Q1 		$917K Buy
+9,220
New +$915K 0.04% 82

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.36B AUM 18.37% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return