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

Premier Private Wealth Management’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	$427K	Sell	4,294 -400	-9%	-$39.7K	0.37%	34
2026 Q1	$467K	Sell	4,694 -5,157	-52%	-$512K	0.49%	33
2025 Q4	$977K	Buy	+9,851	New	+$978K	1.01%	25

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

Premier Private Wealth Management's BILS Position: Q2 2026 in Review

Premier Private Wealth Management reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 8.5% in Q2 2026, selling an estimated $39.7K and leaving 4,294 shares worth $427K. The position accounts for 0.37% of the portfolio, ranked #34.

Premier Private Wealth Management first reported a position in BILS in Q4 2025 and has held it in 3 quarters since. The position peaked at $977K in Q4 2025. 280 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Premier Private Wealth Management held 4,294 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $427K as of Q2 2026.
Premier Private Wealth Management sold 400 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $39.7K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.37% of Premier Private Wealth Management's portfolio in Q2 2026, its #34 holding.
Premier Private Wealth Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2025 and has held it in 3 quarters since.
Premier Private Wealth Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $977K in Q4 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 Premier Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.