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

Marks Wealth’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 Q1	$260K	Buy	+2,619	New	+$260K	0.07%	9
2025 Q4	–	Sell	-5,233	Closed	-$521K	–	23
2025 Q3	$521K	Buy	5,233 +1,869	+56%	+$186K	0.16%	16
2025 Q2	$334K	Buy	+3,364	New	+$334K	0.11%	15

Other funds holding BILS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marks Wealth's BILS Position: Q1 2026 in Review

Marks Wealth opened a new position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q1 2026: 2,619 shares worth $260K. The stake represents 0.07% of the portfolio and ranks #9 among its holdings. This is a return to the name: Marks Wealth previously reported a position in BILS as recently as Q3 2025.

Marks Wealth first reported a position in BILS in Q2 2025 and has held it in 3 quarters since. The position peaked at $521K in Q3 2025. 276 funds tracked by Wall St. Rank hold BILS as of Q1 2026.

Marks Wealth held 2,619 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $260K as of Q1 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF was a new Marks Wealth position in Q1 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.07% of Marks Wealth's portfolio in Q1 2026, its #9 holding.
Marks Wealth first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2025 and has held it in 3 quarters since.
Marks Wealth's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $521K in Q3 2025.
276 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2026.

Based on Marks Wealth's 13F filing for Q1 2026, filed 4 May 2026.