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

LifeSteps Financial’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 		$19.9K Buy
+200
New +$19.9K 0.01% 314

Other funds holding BILS

BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
MWM
MOKAN Wealth Management Overland Park, Kansas $262M AUM 32.41% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return
DFC
DBK Financial Counsel Cuyahoga Falls, Ohio $119M AUM 22.4% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

LifeSteps Financial's BILS Position: Q2 2026 in Review

LifeSteps Financial opened a new position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q2 2026: 200 shares worth $19.9K. The stake represents 0.01% of the portfolio and ranks #314 among its holdings.

115 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

  • LifeSteps Financial held 200 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $19.9K as of Q2 2026.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF was a new LifeSteps Financial position in Q2 2026.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #314 holding.
  • 115 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.