Retirement Planning Group (Kansas)’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Retirement Planning Group (Kansas)’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	$1.36M	Sell	13,703 -2,299	-14%	-$228K	0.03%	200
2026 Q1	$1.59M	Sell	16,002 -2,850	-15%	-$283K	0.05%	158
2025 Q4	$1.87M	Sell	18,852 -530	-3%	-$52.6K	0.06%	127
2025 Q3	$1.93M	Buy	+19,382	New	+$1.93M	0.07%	116
2024 Q3	–	Sell	-2,020	Closed	-$201K	–	265
2024 Q2	$201K	Hold	2,020	–	–	0.01%	230
2024 Q1	$201K	Buy	+2,020	New	+$201K	0.02%	213

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

Retirement Planning Group (Kansas)'s BILS Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 14% in Q2 2026, selling an estimated $228K and leaving 13,703 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #200.

Retirement Planning Group (Kansas) first reported a position in BILS in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.93M in Q3 2025. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Retirement Planning Group (Kansas) held 13,703 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $1.36M as of Q2 2026.
Retirement Planning Group (Kansas) sold 2,299 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $228K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #200 holding.
Retirement Planning Group (Kansas) first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2024 and has held it in 6 quarters since.
Retirement Planning Group (Kansas)'s State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $1.93M in Q3 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 Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.