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

Kelman-Lazarov 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
2025
Q1 		– Sell
-2,424
Closed -$240K – 117
2024
Q4 		$240K Sell
2,424
-249
-9% -$24.7K 0.04% 100
2024
Q3 		$266K Sell
2,673
-283
-10% -$28.1K 0.05% 93
2024
Q2 		$294K Sell
2,956
-132,602
-98% -$13.2M 0.05% 87
2024
Q1 		$13.5M Sell
135,558
-19,393
-13% -$1.93M 2.63% 14
2023
Q4 		$15.4M Buy
154,951
+3,287
+2% +$326K 3.32% 8
2023
Q3 		$15.1M Buy
151,664
+6,759
+5% +$671K 3.57% 9
2023
Q2 		$14.4M Buy
144,905
+8,025
+6% +$797K 3.47% 8
2023
Q1 		$13.6M Buy
136,880
+10,346
+8% +$1.03M 3.54% 8
2022
Q4 		$12.6M Buy
+126,534
New +$12.6M 3.54% 8

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.37T AUM 24.88% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Kelman-Lazarov Inc's BILS Position: Q1 2025 in Review

Kelman-Lazarov Inc sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q1 2025, closing a stake of 2,424 shares — an estimated $240K sold.

Kelman-Lazarov Inc first reported a position in BILS in Q4 2022 and held it in 9 quarters. The position peaked at $15.4M in Q4 2023. 276 funds tracked by Wall St. Rank hold BILS as of Q1 2025.

  • Kelman-Lazarov Inc reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 2,424 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2025, an estimated $240K.
  • Kelman-Lazarov Inc first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2022 and held it in 9 quarters.
  • Kelman-Lazarov Inc's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $15.4M in Q4 2023.
  • 276 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2025.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2025, filed 6 May 2025.