Opal Wealth Advisors’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Opal Wealth Advisors’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	–	Sell	-625	Closed	-$62.1K	–	267
2026 Q1	$62.1K	Buy	+625	New	+$62.1K	0.01%	361
2025 Q3	–	Sell	-5,588	Closed	-$556K	–	236
2025 Q2	$556K	Sell	5,588 -1,030	-16%	-$102K	0.15%	77
2025 Q1	$658K	Sell	6,618 -2,850	-30%	-$283K	0.2%	59
2024 Q4	$939K	Buy	9,468 +6,425	+211%	+$638K	0.28%	49
2024 Q3	$303K	Buy	3,043 +341	+13%	+$33.9K	0.09%	123
2024 Q2	$268K	Buy	+2,702	New	+$268K	0.09%	134

Other funds holding BILS

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

SoundView Advisors Olympia, Washington $307M AUM 20.33% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

MWM

MOKAN Wealth Management Overland Park, Kansas $262M AUM 32.41% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

DFC

DBK Financial Counsel Cuyahoga Falls, Ohio $119M AUM 22.4% 1-Year Est. Return

Opal Wealth Advisors's BILS Position: Q2 2026 in Review

Opal Wealth Advisors sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q2 2026, closing a stake of 625 shares — an estimated $62.1K sold.

Opal Wealth Advisors first reported a position in BILS in Q2 2024 and held it in 6 quarters. The position peaked at $939K in Q4 2024. 123 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Opal Wealth Advisors reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 625 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $62.1K.
Opal Wealth Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2024 and held it in 6 quarters.
Opal Wealth Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $939K in Q4 2024.
123 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.