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Marshall Financial Group (Maryland)’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Marshall Financial Group (Maryland)’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 		$35.1M Sell
353,625
-7,145
-2% -$709K 5.13% 1
2026
Q1 		$35.9M Buy
+360,770
New +$35.8M 5.74% 1

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Financial Group (Maryland)'s BILS Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 2% in Q2 2026, selling an estimated $709K and leaving 353,625 shares worth $35.1M. The position accounts for 5.13% of the portfolio, ranked #1.

Marshall Financial Group (Maryland) first reported a position in BILS in Q1 2026 and has held it in 2 quarters since. The position peaked at $35.9M in Q1 2026. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

  • Marshall Financial Group (Maryland) held 353,625 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $35.1M as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 7,145 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $709K.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 5.13% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #1 holding.
  • Marshall Financial Group (Maryland) first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2026 and has held it in 2 quarters since.
  • Marshall Financial Group (Maryland)'s State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $35.9M in Q1 2026.
  • 281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.