Mount Yale Investment Advisors’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Mount Yale Investment 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
2026 Q1	$1.47M	Buy	+14,799	New	+$1.47M	0.03%	441
2025 Q3	–	Sell	-452	Closed	-$44.9K	–	774
2025 Q2	$44.9K	Buy	+452	New	+$44.9K	﹤0.01%	844

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's BILS Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q1 2026: 14,799 shares worth $1.47M. The stake represents 0.03% of the portfolio and ranks #441 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in BILS as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in BILS in Q2 2025 and has held it in 2 quarters since. 276 funds tracked by Wall St. Rank hold BILS as of Q1 2026.

Mount Yale Investment Advisors held 14,799 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $1.47M as of Q1 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF was a new Mount Yale Investment Advisors position in Q1 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #441 holding.
Mount Yale Investment Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2025 and has held it in 2 quarters since.
276 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.