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

Mills Wealth Advisors’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	-13,810	Closed	-$1.37M	–	71
2025 Q3	$1.37M	Buy	+13,810	New	+$1.37M	0.56%	30

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

Mills Wealth Advisors's BILS Position: Q4 2025 in Review

Mills Wealth Advisors sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q4 2025, closing a stake of 13,810 shares — an estimated $1.37M sold.

Mills Wealth Advisors first reported a position in BILS in Q3 2025 and held it in 1 quarter. The position peaked at $1.37M in Q3 2025. 270 funds tracked by Wall St. Rank hold BILS as of Q4 2025.

Mills Wealth Advisors reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q4 2025 after selling out during the quarter.
Mills Wealth Advisors sold 13,810 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q4 2025, an estimated $1.37M.
Mills Wealth Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q3 2025 and held it in 1 quarter.
Mills Wealth Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $1.37M in Q3 2025.
270 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q4 2025.

Based on Mills Wealth Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.