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

Sheets Smith 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	$936K	Sell	9,414 -7,400	-44%	-$735K	0.09%	210
2026 Q1	$1.67M	Sell	16,814 -4,024	-19%	-$400K	0.19%	120
2025 Q4	$2.07M	Buy	20,838 +4,300	+26%	+$427K	0.23%	98
2025 Q3	$1.65M	Buy	16,538 +9	+0.1%	+$894	0.19%	116
2025 Q2	$1.64M	Sell	16,529 -1,160	-7%	-$115K	0.19%	109
2025 Q1	$1.76M	Buy	17,689 +1,000	+6%	+$99.3K	0.22%	104
2024 Q4	$1.65M	Sell	16,689 -2,100	-11%	-$208K	0.2%	111
2024 Q3	$1.87M	Buy	18,789 +1,350	+8%	+$134K	0.23%	103
2024 Q2	$1.73M	Buy	17,439 +2,050	+13%	+$203K	0.21%	108
2024 Q1	$1.53M	Buy	15,389 +2,400	+18%	+$238K	0.17%	124
2023 Q4	$1.29M	Buy	12,989 +389	+3%	+$38.6K	0.18%	115
2023 Q3	$1.25M	Buy	12,600 +1,100	+10%	+$109K	0.19%	115
2023 Q2	$1.14M	Sell	11,500 -530	-4%	-$52.6K	0.17%	123
2023 Q1	$1.2M	Buy	12,030 +6,685	+125%	+$664K	0.18%	115
2022 Q4	$531K	Buy	+5,345	New	+$531K	0.08%	188

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

Sheets Smith Wealth Management's BILS Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 44% in Q2 2026, selling an estimated $735K and leaving 9,414 shares worth $936K. The position accounts for 0.09% of the portfolio, ranked #210.

Sheets Smith Wealth Management first reported a position in BILS in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.07M in Q4 2025. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Sheets Smith Wealth Management held 9,414 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $936K as of Q2 2026.
Sheets Smith Wealth Management sold 7,400 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $735K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.09% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #210 holding.
Sheets Smith Wealth Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2022 and has held it in 15 quarters since.
Sheets Smith Wealth Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $2.07M 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 Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.