Keystone Financial Group (Kentucky)’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Keystone Financial Group (Kentucky)’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	$1.32M	Buy	13,331 +1,000	+8%	+$99.3K	0.08%	184
2026 Q1	$1.23M	Buy	12,331 +2,135	+21%	+$212K	0.08%	174
2025 Q4	$1.01M	Buy	10,196 +515	+5%	+$51.1K	0.07%	174
2025 Q3	$963K	Buy	9,681 +375	+4%	+$37.2K	0.07%	164
2025 Q2	$925K	Hold	9,306	–	–	0.08%	160
2025 Q1	$926K	Sell	9,306 -2,000	-18%	-$199K	0.09%	153
2024 Q4	$1.12M	Buy	11,306 +500	+5%	+$49.6K	0.11%	126
2024 Q3	$1.08M	Buy	+10,806	New	+$1.07M	0.14%	119
2024 Q2	–	Sell	-7,976	Closed	-$793K	–	176
2024 Q1	$793K	Buy	7,976 +1,950	+32%	+$194K	0.12%	131
2023 Q4	$597K	Hold	6,026	–	–	0.1%	133
2023 Q3	$599K	Hold	6,026	–	–	0.1%	136
2023 Q2	$599K	Buy	+6,026	New	+$598K	0.1%	135
2022 Q4	$698K	Buy	+7,026	New	+$698K	0.14%	118

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

Keystone Financial Group (Kentucky)'s BILS Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 8.1% in Q2 2026, buying an estimated $99.3K and bringing the position to 13,331 shares worth $1.32M. The position accounts for 0.08% of the portfolio, ranked #184.

Keystone Financial Group (Kentucky) first reported a position in BILS in Q4 2022 and has held it in 13 quarters since. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Keystone Financial Group (Kentucky) held 13,331 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $1.32M as of Q2 2026.
Keystone Financial Group (Kentucky) bought 1,000 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $99.3K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.08% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #184 holding.
Keystone Financial Group (Kentucky) first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2022 and has held it in 13 quarters since.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.