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 Q2	$1.7M	Buy	17,079 +2,280	+15%	+$226K	0.03%	451
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

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

MIM

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

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

SIG

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

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

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

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mount Yale Investment Advisors's BILS Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 15% in Q2 2026, buying an estimated $226K and bringing the position to 17,079 shares worth $1.7M. The position accounts for 0.03% of the portfolio, ranked #451.

Mount Yale Investment Advisors first reported a position in BILS in Q2 2025 and has held it in 3 quarters since. 282 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Mount Yale Investment Advisors held 17,079 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $1.7M as of Q2 2026.
Mount Yale Investment Advisors bought 2,280 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $226K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #451 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 3 quarters since.
282 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.