OakTrust Wealth Advisors’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
Bought
Maintained
Sold
Other funds holding BILS
MIM
SIG
PCP
OakTrust Wealth Advisors's BILS Position: Q2 2026 in Review
OakTrust Wealth Advisors reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 2.1% in Q2 2026, selling an estimated $75.2K and leaving 35,499 shares worth $3.53M. The position accounts for 3.04% of the portfolio, ranked #12.
OakTrust Wealth Advisors first reported a position in BILS in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.61M in Q1 2026. 280 funds tracked by Wall St. Rank hold BILS as of Q2 2026.
- OakTrust Wealth Advisors held 35,499 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $3.53M as of Q2 2026.
- OakTrust Wealth Advisors sold 757 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $75.2K.
- State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 3.04% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #12 holding.
- OakTrust Wealth Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2025 and has held it in 3 quarters since.
- OakTrust Wealth Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $3.61M in Q1 2026.
- 280 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.
Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.