Onyx Bridge Wealth Group’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Onyx Bridge Wealth Group’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	$2.98M	Sell	29,969 -411	-1%	-$40.8K	0.27%	76
2026 Q1	$3.02M	Sell	30,380 -11,424	-27%	-$1.13M	0.32%	70
2025 Q4	$4.15M	Sell	41,804 -66	-0.2%	-$6.55K	0.44%	59
2025 Q3	$4.17M	Sell	41,870 -768	-2%	-$76.3K	0.45%	54
2025 Q2	$4.24M	Sell	42,638 -769	-2%	-$76.3K	0.56%	43
2025 Q1	$4.32M	Buy	43,407 +2,991	+7%	+$297K	0.62%	39
2024 Q4	$4.01M	Buy	40,416 +1,972	+5%	+$196K	0.58%	40
2024 Q3	$3.83M	Buy	38,444 +4,707	+14%	+$467K	0.58%	39
2024 Q2	$3.35M	Buy	33,737 +416	+1%	+$41.3K	0.55%	40
2024 Q1	$3.31M	Buy	33,321 +3,984	+14%	+$395K	0.59%	40
2023 Q4	$2.91M	Buy	29,337 +3,728	+15%	+$370K	0.59%	32
2023 Q3	$2.55M	Buy	25,609 +1,176	+5%	+$117K	0.6%	32
2023 Q2	$2.43M	Buy	24,433 +5,159	+27%	+$512K	0.58%	37
2023 Q1	$1.92M	Buy	19,274 +13,296	+222%	+$1.32M	0.77%	27
2022 Q4	$594K	Buy	+5,978	New	+$594K	0.24%	65

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

Onyx Bridge Wealth Group's BILS Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 1.4% in Q2 2026, selling an estimated $40.8K and leaving 29,969 shares worth $2.98M. The position accounts for 0.27% of the portfolio, ranked #76.

Onyx Bridge Wealth Group first reported a position in BILS in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.32M in Q1 2025. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Onyx Bridge Wealth Group held 29,969 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $2.98M as of Q2 2026.
Onyx Bridge Wealth Group sold 411 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $40.8K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.27% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #76 holding.
Onyx Bridge Wealth Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2022 and has held it in 15 quarters since.
Onyx Bridge Wealth Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $4.32M in Q1 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 Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.