Morgan Stanley
BILS icon

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

Morgan Stanley’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
Q1 		$46.7M Buy
469,941
+144,690
+44% +$14.4M ﹤0.01% 2167
2025
Q4 		$32.3M Buy
325,251
+41,455
+15% +$4.12M ﹤0.01% 2506
2025
Q3 		$28.2M Buy
283,796
+33,146
+13% +$3.29M ﹤0.01% 2557
2025
Q2 		$24.9M Buy
250,650
+55,750
+29% +$5.54M ﹤0.01% 2585
2025
Q1 		$19.4M Buy
194,900
+87,870
+82% +$8.73M ﹤0.01% 2725
2024
Q4 		$10.6M Buy
107,030
+13,826
+15% +$1.37M ﹤0.01% 3354
2024
Q3 		$9.28M Sell
93,204
-26,207
-22% -$2.6M ﹤0.01% 3481
2024
Q2 		$11.9M Buy
119,411
+118,275
+10,412% +$11.7M ﹤0.01% 3184
2024
Q1 		$113K Buy
1,136
+28
+3% +$2.78K ﹤0.01% 5937
2023
Q4 		$110K Buy
1,108
+608
+122% +$60.3K ﹤0.01% 6128
2023
Q3 		$49.7K Sell
500
-821
-62% -$81.5K ﹤0.01% 6173
2023
Q2 		$131K Buy
1,321
+821
+164% +$81.5K ﹤0.01% 5823
2023
Q1 		$49.8K Hold
500
– – ﹤0.01% 6294
2022
Q4 		$49.6K Buy
+500
New +$49.7K ﹤0.01% 6296

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.36B AUM 18.37% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return