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Leading Edge Financial Planning’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Leading Edge Financial Planning’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
Q4 		– Sell
-3,754
Closed -$374K – 67
2025
Q3 		$374K Buy
+3,754
New +$373K 0.09% 42

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Leading Edge Financial Planning's BILS Position: Q4 2025 in Review

Leading Edge Financial Planning sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q4 2025, closing a stake of 3,754 shares — an estimated $374K sold.

Leading Edge Financial Planning first reported a position in BILS in Q3 2025 and held it in 1 quarter. The position peaked at $374K in Q3 2025. 270 funds tracked by Wall St. Rank hold BILS as of Q4 2025.

  • Leading Edge Financial Planning reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q4 2025 after selling out during the quarter.
  • Leading Edge Financial Planning sold 3,754 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q4 2025, an estimated $374K.
  • Leading Edge Financial Planning first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q3 2025 and held it in 1 quarter.
  • Leading Edge Financial Planning's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $374K in Q3 2025.
  • 270 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q4 2025.

Based on Leading Edge Financial Planning's 13F filing for Q4 2025, filed 21 Jan 2026.