JT Stratford LLC’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

JT Stratford LLC’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	$546K	Hold	5,490	–	–	0.06%	207
2026 Q1	$546K	Buy	5,490 +860	+19%	+$85.4K	0.07%	204
2025 Q4	$459K	Buy	4,630 +45	+1%	+$4.47K	0.06%	227
2025 Q3	$456K	Buy	4,585 +1,615	+54%	+$160K	0.06%	222
2025 Q2	$295K	Buy	+2,970	New	+$295K	0.04%	237

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

JT Stratford LLC's BILS Position: Q2 2026 in Review

JT Stratford LLC held its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) position steady in Q2 2026 at 5,490 shares worth $546K. The position accounts for 0.06% of the portfolio, ranked #207.

JT Stratford LLC first reported a position in BILS in Q2 2025 and has held it in 5 quarters since. The position peaked at $546K in Q1 2026. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

JT Stratford LLC held 5,490 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $546K as of Q2 2026.
JT Stratford LLC left its State Street SPDR Bloomberg 3-12 Month T-Bill ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.06% of JT Stratford LLC's portfolio in Q2 2026, its #207 holding.
JT Stratford LLC first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2025 and has held it in 5 quarters since.
JT Stratford LLC's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $546K 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 JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.