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

MOKAN Wealth Management’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	$14.5M	Buy	145,546 +10,190	+8%	+$1.01M	5.53%	3
2026 Q1	$13.5M	Buy	135,356 +5,465	+4%	+$543K	5.96%	3
2025 Q4	$12.9M	Buy	129,891 +13,896	+12%	+$1.38M	5.72%	4
2025 Q3	$11.5M	Buy	115,995 +4,924	+4%	+$489K	5.81%	3
2025 Q2	$11M	Buy	111,071 +7,761	+8%	+$771K	6.17%	3
2025 Q1	$10.3M	Buy	103,310 +5,314	+5%	+$528K	6.19%	3
2024 Q4	$9.72M	Buy	+97,996	New	+$9.73M	6.18%	3

Other funds holding BILS

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

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

SoundView Advisors Olympia, Washington $307M AUM 20.33% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

DFC

DBK Financial Counsel Cuyahoga Falls, Ohio $119M AUM 22.4% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

MOKAN Wealth Management's BILS Position: Q2 2026 in Review

MOKAN Wealth Management increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 7.5% in Q2 2026, buying an estimated $1.01M and bringing the position to 145,546 shares worth $14.5M. The position accounts for 5.53% of the portfolio, ranked #3.

MOKAN Wealth Management first reported a position in BILS in Q4 2024 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

MOKAN Wealth Management held 145,546 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $14.5M as of Q2 2026.
MOKAN Wealth Management bought 10,190 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $1.01M.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 5.53% of MOKAN Wealth Management's portfolio in Q2 2026, its #3 holding.
MOKAN Wealth Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
123 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.