May Barnhard Investments’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

May Barnhard Investments’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	$250K	Buy	2,512 +4	+0.2%	+$397	0.1%	81
2026 Q1	$249K	Sell	2,508 -970	-28%	-$96.3K	0.12%	80
2025 Q4	$345K	Sell	3,478 -109	-3%	-$10.8K	0.16%	68
2025 Q3	$357K	Sell	3,587 -524	-13%	-$52K	0.17%	68
2025 Q2	$409K	Buy	4,111 +268	+7%	+$26.6K	0.19%	69
2025 Q1	$382K	Buy	3,843 +173	+5%	+$17.2K	0.19%	72
2024 Q4	$364K	Sell	3,670 -490	-12%	-$48.6K	0.17%	68
2024 Q3	$414K	Sell	4,160 -73	-2%	-$7.25K	0.2%	66
2024 Q2	$421K	Sell	4,233 -158	-4%	-$15.7K	0.22%	59
2024 Q1	$437K	Sell	4,391 -3,849	-47%	-$382K	0.22%	59
2023 Q4	$817K	Buy	+8,240	New	+$818K	0.42%	43

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

May Barnhard Investments's BILS Position: Q2 2026 in Review

May Barnhard Investments increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 0.16% in Q2 2026, buying an estimated $397 and bringing the position to 2,512 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #81.

May Barnhard Investments first reported a position in BILS in Q4 2023 and has held it in 11 quarters since. The position peaked at $817K in Q4 2023. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

May Barnhard Investments held 2,512 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $250K as of Q2 2026.
May Barnhard Investments bought 4 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $397.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.1% of May Barnhard Investments's portfolio in Q2 2026, its #81 holding.
May Barnhard Investments first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2023 and has held it in 11 quarters since.
May Barnhard Investments's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $817K in Q4 2023.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.