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 Q3	$424K	Sell	4,268 -355	-8%	-$35.2K	0.27%	41
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

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

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

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

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

DBK Financial Counsel Cuyahoga Falls, Ohio $125M AUM 14.41% 1-Year Est. Return

Promethium Advisors Bethesda, Maryland $203M AUM 21.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Anson Capital Tyrone, Georgia $153M AUM 11.06% 1-Year Est. Return

Total Clarity Wealth Management St. Charles, Illinois $518M AUM 17.26% 1-Year Est. Return

Outbound Financial Inc's BILS Position: Q3 2026 in Review

Outbound Financial Inc reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 7.7% in Q3 2026, selling an estimated $35.2K and leaving 4,268 shares worth $424K. The position accounts for 0.27% of the portfolio, ranked #41.

Outbound Financial Inc first reported a position in BILS in Q2 2025 and has held it in 6 quarters since. The position peaked at $569K in Q3 2025. 94 funds tracked by Wall St. Rank hold BILS as of Q3 2026.

Outbound Financial Inc held 4,268 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $424K as of Q3 2026.
Outbound Financial Inc sold 355 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2026, an estimated $35.2K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.27% of Outbound Financial Inc's portfolio in Q3 2026, its #41 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 6 quarters since.
Outbound Financial Inc's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $569K in Q3 2025.
94 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2026.

Based on Outbound Financial Inc's 13F filing for Q3 2026, filed 13 Oct 2026.