Perigon Wealth Management’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,174
Closed -$415K 1061
2025
Q1
$415K Buy
4,174
+29
+0.7% +$2.88K 0.01% 694
2024
Q4
$412K Buy
4,145
+63
+2% +$6.25K 0.01% 699
2024
Q3
$406K Buy
4,082
+53
+1% +$5.26K 0.01% 682
2024
Q2
$400K Buy
+4,029
New +$400K 0.01% 593

Other funds holding BILS

Perigon Wealth Management's BILS Position: Q2 2025 in Review

Perigon Wealth Management sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q2 2025, closing a stake of 4,174 shares — an estimated $415K sold.

Perigon Wealth Management first reported a position in BILS in Q2 2024 and held it in 4 quarters. The position peaked at $415K in Q1 2025. 288 funds tracked by Wall St. Rank hold BILS as of Q2 2025.

  • Perigon Wealth Management reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q2 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 4,174 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2025, an estimated $415K.
  • Perigon Wealth Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2024 and held it in 4 quarters.
  • Perigon Wealth Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $415K in Q1 2025.
  • 288 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2025.

Based on Perigon Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.