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

&Partners’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	$2.44M	Buy	23,217 +5,732	+33%	+$569K	0.01%	924
2026 Q1	$1.74M	Buy	17,485 +6,297	+56%	+$625K	0.01%	977
2025 Q4	$1.11M	Sell	11,188 -682	-6%	-$67.7K	0.01%	1162
2025 Q3	$1.18M	Buy	11,870 +117	+1%	+$11.6K	0.01%	1008
2025 Q2	$1.17M	Buy	11,753 +176	+2%	+$17.5K	0.01%	908
2025 Q1	$1.15M	Buy	11,577 +411	+4%	+$40.8K	0.01%	772
2024 Q4	$1.11M	Buy	+11,166	New	+$1.11M	0.01%	727

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's BILS Position: Q2 2026 in Review

&Partners increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 33% in Q2 2026, buying an estimated $569K and bringing the position to 23,217 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #924.

&Partners first reported a position in BILS in Q4 2024 and has held it in 7 quarters since. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

&Partners held 23,217 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $2.44M as of Q2 2026.
&Partners bought 5,732 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $569K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #924 holding.
&Partners 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.
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's 13F filing for Q2 2026, filed 14 Aug 2026.