Premier Path Wealth Partners’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Premier Path Wealth Partners’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
2025 Q4	–	Sell	-2,321	Closed	-$231K	–	397
2025 Q3	$231K	Sell	2,321 -18	-0.8%	-$1.79K	0.03%	369
2025 Q2	$233K	Sell	2,339 -675	-22%	-$67K	0.03%	359
2025 Q1	$300K	Buy	3,014 +694	+30%	+$68.9K	0.05%	303
2024 Q4	$230K	Buy	2,320 +25	+1%	+$2.48K	0.04%	344
2024 Q3	$229K	Buy	2,295 +35	+2%	+$3.48K	0.04%	337
2024 Q2	$225K	Buy	+2,260	New	+$224K	0.04%	340

Other funds holding BILS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Premier Path Wealth Partners's BILS Position: Q4 2025 in Review

Premier Path Wealth Partners sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q4 2025, closing a stake of 2,321 shares — an estimated $231K sold.

Premier Path Wealth Partners first reported a position in BILS in Q2 2024 and held it in 6 quarters. The position peaked at $300K in Q1 2025. 270 funds tracked by Wall St. Rank hold BILS as of Q4 2025.

Premier Path Wealth Partners reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q4 2025 after selling out during the quarter.
Premier Path Wealth Partners sold 2,321 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q4 2025, an estimated $231K.
Premier Path Wealth Partners first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2024 and held it in 6 quarters.
Premier Path Wealth Partners's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $300K in Q1 2025.
270 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q4 2025.

Based on Premier Path Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.