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

Patten 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	$1.44M	Sell	14,503 -6,113	-30%	-$607K	0.22%	118
2026 Q1	$2.05M	Sell	20,616 -797	-4%	-$79.2K	0.36%	82
2025 Q4	$2.12M	Buy	21,413 +9,754	+84%	+$969K	0.39%	77
2025 Q3	$1.16M	Sell	11,659 -1,129	-9%	-$112K	0.23%	119
2025 Q2	$1.27M	Buy	12,788 +3,497	+38%	+$347K	0.27%	108
2025 Q1	$924K	Sell	9,291 -114	-1%	-$11.3K	0.21%	132
2024 Q4	$933K	Buy	+9,405	New	+$934K	0.21%	130

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

Patten Group's BILS Position: Q2 2026 in Review

Patten Group reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 30% in Q2 2026, selling an estimated $607K and leaving 14,503 shares worth $1.44M. The position accounts for 0.22% of the portfolio, ranked #118.

Patten Group first reported a position in BILS in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.12M in Q4 2025. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Patten Group held 14,503 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $1.44M as of Q2 2026.
Patten Group sold 6,113 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $607K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.22% of Patten Group's portfolio in Q2 2026, its #118 holding.
Patten Group 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.
Patten Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $2.12M 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 Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.