Ogorek Anthony Joseph’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Ogorek Anthony Joseph’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	$235K	Hold	2,371	–	–	0.06%	74
2026 Q1	$235K	Sell	2,371 -344	-13%	-$34.2K	0.06%	71
2025 Q4	$269K	Hold	2,715	–	–	0.07%	66
2025 Q3	$270K	Hold	2,715	–	–	0.08%	63
2025 Q2	$269K	Hold	2,715	–	–	0.08%	60
2025 Q1	$270K	Buy	2,715 +1,508	+125%	+$150K	0.09%	61
2024 Q4	$119K	Hold	1,207	–	–	0.04%	76
2024 Q3	$120K	Hold	1,207	–	–	0.04%	71
2024 Q2	$119K	Buy	1,207 +252	+26%	+$25K	0.04%	71
2024 Q1	$94K	Hold	955	–	–	0.03%	74
2023 Q4	$94K	Buy	+955	New	+$94.8K	0.03%	72

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 22.96% 1-Year Est. Return

Ogorek Anthony Joseph's BILS Position: Q2 2026 in Review

Ogorek Anthony Joseph held its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) position steady in Q2 2026 at 2,371 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #74.

Ogorek Anthony Joseph first reported a position in BILS in Q4 2023 and has held it in 11 quarters since. The position peaked at $270K in Q3 2025. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Ogorek Anthony Joseph held 2,371 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $235K as of Q2 2026.
Ogorek Anthony Joseph left its State Street SPDR Bloomberg 3-12 Month T-Bill ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.06% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #74 holding.
Ogorek Anthony Joseph first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2023 and has held it in 11 quarters since.
Ogorek Anthony Joseph's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $270K in Q3 2025.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.