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

Portside Wealth 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	–	Sell	-2,214	Closed	-$220K	–	520
2026 Q1	$220K	Sell	2,214 -180	-8%	-$17.9K	0.03%	433
2025 Q4	$238K	Sell	2,394 -681	-22%	-$67.6K	0.03%	414
2025 Q3	$306K	Sell	3,075 -184	-6%	-$18.3K	0.04%	372
2025 Q2	$324K	Sell	3,259 -68	-2%	-$6.75K	0.05%	333
2025 Q1	$331K	Sell	3,327 -91	-3%	-$9.04K	0.05%	306
2024 Q4	$339K	Sell	3,418 -530	-13%	-$52.6K	0.06%	299
2024 Q3	$393K	Sell	3,948 -116	-3%	-$11.5K	0.07%	253
2024 Q2	$404K	Buy	4,064 +804	+25%	+$79.8K	0.08%	237
2024 Q1	$324K	Sell	3,260 -548	-14%	-$54.4K	0.06%	262
2023 Q4	$377K	Sell	3,808 -936	-20%	-$92.9K	0.07%	237
2023 Q3	$473K	Buy	4,744 +1,458	+44%	+$145K	0.09%	197
2023 Q2	$327K	Buy	+3,286	New	+$326K	0.06%	246

Other funds holding BILS

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

GCA

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Portside Wealth Group's BILS Position: Q2 2026 in Review

Portside Wealth Group sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q2 2026, closing a stake of 2,214 shares — an estimated $220K sold.

Portside Wealth Group first reported a position in BILS in Q2 2023 and held it in 12 quarters. The position peaked at $473K in Q3 2023. 37 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Portside Wealth Group reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
Portside Wealth Group sold 2,214 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $220K.
Portside Wealth Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2023 and held it in 12 quarters.
Portside Wealth Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $473K in Q3 2023.
37 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.