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

Ridgeline Wealth Planning’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	$595K	Sell	5,990 -162	-3%	-$16.1K	0.38%	28
2026 Q1	$612K	Buy	6,152 +3,418	+125%	+$339K	0.45%	28
2025 Q4	$271K	Sell	2,734 -46	-2%	-$4.57K	0.19%	42
2025 Q3	$277K	Sell	2,780 -49	-2%	-$4.87K	0.21%	37
2025 Q2	$281K	Sell	2,829 -59	-2%	-$5.86K	0.23%	35
2025 Q1	$287K	Sell	2,888 -116	-4%	-$11.5K	0.28%	32
2024 Q4	$298K	Buy	+3,004	New	+$298K	0.29%	29

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

Ridgeline Wealth Planning's BILS Position: Q2 2026 in Review

Ridgeline Wealth Planning reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 2.6% in Q2 2026, selling an estimated $16.1K and leaving 5,990 shares worth $595K. The position accounts for 0.38% of the portfolio, ranked #28.

Ridgeline Wealth Planning first reported a position in BILS in Q4 2024 and has held it in 7 quarters since. The position peaked at $612K in Q1 2026. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Ridgeline Wealth Planning held 5,990 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $595K as of Q2 2026.
Ridgeline Wealth Planning sold 162 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $16.1K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.38% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #28 holding.
Ridgeline Wealth Planning first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
Ridgeline Wealth Planning's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $612K in Q1 2026.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.