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 Q3	$2.81M	Sell	28,238 -1,731	-6%	-$172K	0.25%	88
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%	-$6.56K	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 $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Asset One Wealth Management Bellevue, Washington $1.17B AUM 22.82% 1-Year Est. Return

Pecaut & Co Sioux City, Iowa $346M AUM 11.64% 1-Year Est. Return

SoundView Advisors Olympia, Washington $312M AUM 10.08% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Onyx Bridge Wealth Group's BILS Position: Q3 2026 in Review

Onyx Bridge Wealth Group reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 5.8% in Q3 2026, selling an estimated $172K and leaving 28,238 shares worth $2.81M. The position accounts for 0.25% of the portfolio, ranked #88.

Onyx Bridge Wealth Group first reported a position in BILS in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.32M in Q1 2025. 178 funds tracked by Wall St. Rank hold BILS as of Q3 2026.

Onyx Bridge Wealth Group held 28,238 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $2.81M as of Q3 2026.
Onyx Bridge Wealth Group sold 1,731 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2026, an estimated $172K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.25% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #88 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 16 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.
178 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.