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

Sightline Wealth Advisors’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	$400K	Buy	4,025 +36	+0.9%	+$3.57K	0.15%	66
2026 Q1	$397K	Sell	3,989 -4,905	-55%	-$487K	0.17%	60
2025 Q4	$882K	Buy	8,894 +61	+0.7%	+$6.06K	0.38%	42
2025 Q3	$879K	Sell	8,833 -1,135	-11%	-$113K	0.4%	41
2025 Q2	$991K	Buy	9,968 +521	+6%	+$51.7K	0.48%	37
2025 Q1	$940K	Buy	9,447 +5,907	+167%	+$587K	0.5%	38
2024 Q4	$351K	Sell	3,540 -23	-0.6%	-$2.28K	0.19%	61
2024 Q3	$355K	Sell	3,563 -6,886	-66%	-$684K	0.2%	58
2024 Q2	$1.04M	Sell	10,449 -6,189	-37%	-$614K	0.65%	31
2024 Q1	$1.65M	Buy	+16,638	New	+$1.65M	1.09%	19

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

Sightline Wealth Advisors's BILS Position: Q2 2026 in Review

Sightline Wealth Advisors increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 0.9% in Q2 2026, buying an estimated $3.57K and bringing the position to 4,025 shares worth $400K. The position accounts for 0.15% of the portfolio, ranked #66.

Sightline Wealth Advisors first reported a position in BILS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.65M in Q1 2024. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Sightline Wealth Advisors held 4,025 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $400K as of Q2 2026.
Sightline Wealth Advisors bought 36 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $3.57K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.15% of Sightline Wealth Advisors's portfolio in Q2 2026, its #66 holding.
Sightline Wealth Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2024 and has held it in 10 quarters since.
Sightline Wealth Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $1.65M in Q1 2024.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.