Phil A. Younker & Associates’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Phil A. Younker & Associates’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	$780K	Hold	7,845	–	–	0.53%	17
2026 Q1	$780K	Sell	7,845 -1,500	-16%	-$149K	0.52%	22
2025 Q4	$927K	Hold	9,345	–	–	0.65%	20
2025 Q3	$930K	Sell	9,345 -130	-1%	-$12.9K	0.71%	16
2025 Q2	$942K	Hold	9,475	–	–	0.93%	16
2025 Q1	$943K	Buy	9,475 +2,525	+36%	+$251K	0.93%	15
2024 Q4	$689K	Buy	+6,950	New	+$690K	0.69%	18

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

Phil A. Younker & Associates's BILS Position: Q2 2026 in Review

Phil A. Younker & Associates held its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) position steady in Q2 2026 at 7,845 shares worth $780K. The position accounts for 0.53% of the portfolio, ranked #17.

Phil A. Younker & Associates first reported a position in BILS in Q4 2024 and has held it in 7 quarters since. The position peaked at $943K in Q1 2025. 280 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Phil A. Younker & Associates held 7,845 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $780K as of Q2 2026.
Phil A. Younker & Associates left its State Street SPDR Bloomberg 3-12 Month T-Bill ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.53% of Phil A. Younker & Associates's portfolio in Q2 2026, its #17 holding.
Phil A. Younker & Associates 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.
Phil A. Younker & Associates's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $943K in Q1 2025.
280 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.