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

Prosperity Consulting 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	$3.45M	Sell	34,759 -9,951	-22%	-$988K	0.13%	118
2026 Q1	$4.45M	Sell	44,710 -10,429	-19%	-$1.04M	0.2%	87
2025 Q4	$5.47M	Buy	55,139 +7,595	+16%	+$754K	0.25%	75
2025 Q3	$4.73M	Sell	47,544 -4,299	-8%	-$427K	0.23%	83
2025 Q2	$5.15M	Buy	+51,843	New	+$5.15M	0.38%	62

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

Prosperity Consulting Group's BILS Position: Q2 2026 in Review

Prosperity Consulting Group reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 22% in Q2 2026, selling an estimated $988K and leaving 34,759 shares worth $3.45M. The position accounts for 0.13% of the portfolio, ranked #118.

Prosperity Consulting Group first reported a position in BILS in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.47M in Q4 2025. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Prosperity Consulting Group held 34,759 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $3.45M as of Q2 2026.
Prosperity Consulting Group sold 9,951 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $988K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.13% of Prosperity Consulting Group's portfolio in Q2 2026, its #118 holding.
Prosperity Consulting Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2025 and has held it in 5 quarters since.
Prosperity Consulting Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $5.47M in Q4 2025.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.