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

Pacific Point 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	$906K	Sell	9,117 -906	-9%	-$90K	0.41%	68
2026 Q1	$997K	Sell	10,023 -6,066	-38%	-$602K	0.53%	67
2025 Q4	$1.6M	Buy	16,089 +820	+5%	+$81.4K	0.85%	30
2025 Q3	$1.52M	Buy	15,269 +6,773	+80%	+$673K	0.89%	34
2025 Q2	$845K	Sell	8,496 -1,642	-16%	-$163K	0.46%	57
2025 Q1	$1.01M	Buy	10,138 +74	+0.7%	+$7.35K	0.56%	46
2024 Q4	$998K	Buy	+10,064	New	+$999K	0.61%	48

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

Pacific Point Advisors's BILS Position: Q2 2026 in Review

Pacific Point Advisors reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 9% in Q2 2026, selling an estimated $90K and leaving 9,117 shares worth $906K. The position accounts for 0.41% of the portfolio, ranked #68.

Pacific Point Advisors first reported a position in BILS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q4 2025. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Pacific Point Advisors held 9,117 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $906K as of Q2 2026.
Pacific Point Advisors sold 906 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $90K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.41% of Pacific Point Advisors's portfolio in Q2 2026, its #68 holding.
Pacific Point Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
Pacific Point Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $1.6M in Q4 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 Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.