Laurel Oak Wealth Management’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.09M Buy
10,919
+5,563
+104% +$552K 0.16% 117
2026
Q1
$533K Buy
5,356
+171
+3% +$17K 0.09% 182
2025
Q4
$514K Buy
+5,185
New +$515K 0.09% 181

Other funds holding BILS

Laurel Oak Wealth Management's BILS Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 104% in Q2 2026, buying an estimated $552K and bringing the position to 10,919 shares worth $1.09M. The position accounts for 0.16% of the portfolio, ranked #117.

Laurel Oak Wealth Management first reported a position in BILS in Q4 2025 and has held it in 3 quarters since. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

  • Laurel Oak Wealth Management held 10,919 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $1.09M as of Q2 2026.
  • Laurel Oak Wealth Management bought 5,563 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $552K.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.16% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Laurel Oak Wealth Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2025 and has held it in 3 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 Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.