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

Midwest Trust’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
2025 Q4	–	Sell	-4,171	Closed	-$415K	–	589
2025 Q3	$415K	Hold	4,171	–	–	0.01%	451
2025 Q2	$415K	Buy	+4,171	New	+$414K	0.01%	457

Other funds holding BILS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

MIM

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

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

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

SIG

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Midwest Trust's BILS Position: Q4 2025 in Review

Midwest Trust sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q4 2025, closing a stake of 4,171 shares — an estimated $415K sold.

Midwest Trust first reported a position in BILS in Q2 2025 and held it in 2 quarters. The position peaked at $415K in Q3 2025. 271 funds tracked by Wall St. Rank hold BILS as of Q4 2025.

Midwest Trust reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q4 2025 after selling out during the quarter.
Midwest Trust sold 4,171 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q4 2025, an estimated $415K.
Midwest Trust first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2025 and held it in 2 quarters.
Midwest Trust's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $415K in Q3 2025.
271 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q4 2025.

Based on Midwest Trust's 13F filing for Q4 2025, filed 4 Feb 2026.