Outbound Financial Inc’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Outbound Financial Inc’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	$459K	Sell	4,623 -851	-16%	-$84.5K	0.3%	39
2026 Q1	$544K	Sell	5,474 -240	-4%	-$23.8K	0.41%	32
2025 Q4	$567K	Hold	5,714	–	–	0.44%	30
2025 Q3	$569K	Hold	5,714	–	–	0.46%	33
2025 Q2	$568K	Buy	+5,714	New	+$567K	0.52%	31

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

CAMG

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

DFC

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Outbound Financial Inc's BILS Position: Q2 2026 in Review

Outbound Financial Inc reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 16% in Q2 2026, selling an estimated $84.5K and leaving 4,623 shares worth $459K. The position accounts for 0.3% of the portfolio, ranked #39.

Outbound Financial Inc first reported a position in BILS in Q2 2025 and has held it in 5 quarters since. The position peaked at $569K in Q3 2025. 56 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Outbound Financial Inc held 4,623 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $459K as of Q2 2026.
Outbound Financial Inc sold 851 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $84.5K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.3% of Outbound Financial Inc's portfolio in Q2 2026, its #39 holding.
Outbound Financial Inc first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2025 and has held it in 5 quarters since.
Outbound Financial Inc's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $569K in Q3 2025.
56 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Outbound Financial Inc's 13F filing for Q2 2026, filed 15 Jul 2026.