Partners Capital Investment Group’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Partners Capital Investment 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 Q2	$11.2M	Sell	113,143 -6,053	-5%	-$601K	0.4%	37
2026 Q1	$11.9M	Buy	119,196 +669	+0.6%	+$66.4K	0.45%	33
2025 Q4	$11.8M	Sell	118,527 -42,712	-26%	-$4.24M	0.44%	32
2025 Q3	$16M	Sell	161,239 -133,735	-45%	-$13.3M	0.64%	26
2025 Q2	$29.3M	Sell	294,974 -295,525	-50%	-$29.3M	1.18%	20
2025 Q1	$58.7M	Buy	590,499 +82,062	+16%	+$8.15M	0.99%	21
2024 Q4	$50.4M	Sell	508,437 -293,611	-37%	-$29.1M	1.39%	20
2024 Q3	$79.9M	Buy	802,048 +8,858	+1%	+$880K	1.28%	22
2024 Q2	$78.8M	Buy	793,190 +413,758	+109%	+$41M	1.33%	20
2024 Q1	$37.7M	Sell	379,432 -248,968	-40%	-$24.7M	1.02%	26
2023 Q4	$62.3M	Buy	628,400 +142,657	+29%	+$14.2M	1.37%	16
2023 Q3	$48.3M	Buy	485,743 +108,343	+29%	+$10.8M	1.16%	19
2023 Q2	$37.5M	Buy	377,400 +312,306	+480%	+$31M	0.8%	24
2023 Q1	$6.48M	Buy	+65,094	New	+$6.47M	0.28%	63

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

Partners Capital Investment Group's BILS Position: Q2 2026 in Review

Partners Capital Investment Group reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 5.1% in Q2 2026, selling an estimated $601K and leaving 113,143 shares worth $11.2M. The position accounts for 0.4% of the portfolio, ranked #37.

Partners Capital Investment Group first reported a position in BILS in Q1 2023 and has held it in 14 quarters since. The position peaked at $79.9M in Q3 2024. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Partners Capital Investment Group held 113,143 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $11.2M as of Q2 2026.
Partners Capital Investment Group sold 6,053 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $601K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.4% of Partners Capital Investment Group's portfolio in Q2 2026, its #37 holding.
Partners Capital Investment Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
Partners Capital Investment Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $79.9M in Q3 2024.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.