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

Nvest Financial’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
Q3 		– Sell
-2,119
Closed -$211K – 123
2025
Q2 		$211K Buy
+2,119
New +$210K 0.11% 105

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Nvest Financial's BILS Position: Q3 2025 in Review

Nvest Financial sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q3 2025, closing a stake of 2,119 shares — an estimated $211K sold.

Nvest Financial first reported a position in BILS in Q2 2025 and held it in 1 quarter. The position peaked at $211K in Q2 2025. 266 funds tracked by Wall St. Rank hold BILS as of Q3 2025.

  • Nvest Financial reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
  • Nvest Financial sold 2,119 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2025, an estimated $211K.
  • Nvest Financial first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2025 and held it in 1 quarter.
  • Nvest Financial's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $211K in Q2 2025.
  • 266 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2025.

Based on Nvest Financial's 13F filing for Q3 2025, filed 13 Nov 2025.