Kohmann Bosshard Financial Services’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Kohmann Bosshard Financial Services’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	$1.52M	Sell	15,314 -1,062	-6%	-$105K	0.13%	62
2026 Q1	$1.63M	Sell	16,376 -11,849	-42%	-$1.18M	0.16%	59
2025 Q4	$2.8M	Buy	28,225 +17,773	+170%	+$1.77M	0.25%	44
2025 Q3	$1.04M	Buy	10,452 +5,089	+95%	+$505K	0.11%	86
2025 Q2	$533K	Sell	5,363 -2,862	-35%	-$284K	0.06%	111
2025 Q1	$818K	Buy	8,225 +22	+0.3%	+$2.19K	0.1%	92
2024 Q4	$813K	Sell	8,203 -3,898	-32%	-$387K	0.1%	87
2024 Q3	$1.21M	Sell	12,101 -1,906	-14%	-$189K	0.15%	70
2024 Q2	$1.39M	Buy	14,007 +871	+7%	+$86.4K	0.19%	62
2024 Q1	$1.31M	Sell	13,136 -22	-0.2%	-$2.18K	0.18%	69
2023 Q4	$1.3M	Buy	13,158 +700	+6%	+$69.5K	0.2%	67
2023 Q3	$1.24M	Buy	12,458 +222	+2%	+$22K	0.21%	65
2023 Q2	$1.22M	Buy	12,236 +125	+1%	+$12.4K	0.21%	63
2023 Q1	$1.21M	Buy	12,111 +3,000	+33%	+$298K	0.23%	62
2022 Q4	$905K	Buy	+9,111	New	+$905K	0.18%	70

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

Kohmann Bosshard Financial Services's BILS Position: Q2 2026 in Review

Kohmann Bosshard Financial Services reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 6.5% in Q2 2026, selling an estimated $105K and leaving 15,314 shares worth $1.52M. The position accounts for 0.13% of the portfolio, ranked #62.

Kohmann Bosshard Financial Services first reported a position in BILS in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.8M in Q4 2025. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Kohmann Bosshard Financial Services held 15,314 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $1.52M as of Q2 2026.
Kohmann Bosshard Financial Services sold 1,062 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $105K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.13% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #62 holding.
Kohmann Bosshard Financial Services first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2022 and has held it in 15 quarters since.
Kohmann Bosshard Financial Services's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $2.8M in Q4 2025.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.