LaSalle St. Investment Advisors’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

LaSalle St. Investment Advisors’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	$11.2M	Sell	112,959 -507	-0.4%	-$50.3K	1.37%	11
2026 Q1	$11.3M	Buy	+113,466	New	+$11.3M	1.59%	10

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

LaSalle St. Investment Advisors's BILS Position: Q2 2026 in Review

LaSalle St. Investment Advisors reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 0.45% in Q2 2026, selling an estimated $50.3K and leaving 112,959 shares worth $11.2M. The position accounts for 1.37% of the portfolio, ranked #11.

LaSalle St. Investment Advisors first reported a position in BILS in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.3M in Q1 2026. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

LaSalle St. Investment Advisors held 112,959 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $11.2M as of Q2 2026.
LaSalle St. Investment Advisors sold 507 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $50.3K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 1.37% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #11 holding.
LaSalle St. Investment Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2026 and has held it in 2 quarters since.
LaSalle St. Investment Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $11.3M 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 LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.