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

Perennial Investment 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 Q1	$424K	Hold	4,259	–	–	0.03%	317
2025 Q4	$423K	Hold	4,259	–	–	0.03%	302
2025 Q3	$424K	Buy	4,259 +1	+0%	+$99	0.03%	288
2025 Q2	$423K	Buy	+4,258	New	+$423K	0.04%	278

Other funds holding BILS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perennial Investment Advisors's BILS Position: Q1 2026 in Review

Perennial Investment Advisors held its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) position steady in Q1 2026 at 4,259 shares worth $424K. The position accounts for 0.03% of the portfolio, ranked #317.

Perennial Investment Advisors first reported a position in BILS in Q2 2025 and has held it in 4 quarters since. The position peaked at $424K in Q3 2025. 276 funds tracked by Wall St. Rank hold BILS as of Q1 2026.

Perennial Investment Advisors held 4,259 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $424K as of Q1 2026.
Perennial Investment Advisors left its State Street SPDR Bloomberg 3-12 Month T-Bill ETF share count unchanged in Q1 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #317 holding.
Perennial Investment Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2025 and has held it in 4 quarters since.
Perennial Investment Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $424K in Q3 2025.
276 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.