LC
BILS icon

Legacy CG’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Legacy CG’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
-2,435
Closed -$242K – 49
2025
Q3 		$242K Buy
2,435
+143
+6% +$14.2K 0.07% 46
2025
Q2 		$228K Sell
2,292
-1,372
-37% -$136K 0.07% 51
2025
Q1 		$365K Sell
3,664
-12,714
-78% -$1.26M 0.12% 43
2024
Q4 		$1.62M Buy
16,378
+9,262
+130% +$919K 0.5% 48
2024
Q3 		$709K Sell
7,116
-10,757
-60% -$1.07M 0.23% 48
2024
Q2 		$1.78M Sell
17,873
-73,755
-80% -$7.32M 0.6% 42
2024
Q1 		$9.11M Sell
91,628
-29,243
-24% -$2.9M 3.3% 9
2023
Q4 		$12M Buy
120,871
+16,798
+16% +$1.67M 4.55% 8
2023
Q3 		$10.3M Buy
+104,073
New +$10.3M 4.81% 7

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.36B AUM 18.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return