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 Q2	–	Sell	-2,619	Closed	-$260K	–	20
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 $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marks Wealth's BILS Position: Q2 2026 in Review

Marks Wealth sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q2 2026, closing a stake of 2,619 shares — an estimated $260K sold.

Marks Wealth first reported a position in BILS in Q2 2025 and held it in 3 quarters. The position peaked at $521K in Q3 2025. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Marks Wealth reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
Marks Wealth sold 2,619 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $260K.
Marks Wealth first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2025 and held it in 3 quarters.
Marks Wealth's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $521K in Q3 2025.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Marks Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.