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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$781K Sell
7,864
-11,680
-60% -$1.16M 0.03% 500
2026
Q1
$1.94M Buy
19,544
+12,135
+164% +$1.21M 0.11% 183
2025
Q4
$735K Buy
7,409
+4,562
+160% +$453K 0.04% 347
2025
Q3
$283K Sell
2,847
-1,636
-36% -$162K 0.02% 584
2025
Q2
$446K Sell
4,483
-5,745
-56% -$570K 0.02% 481
2025
Q1
$1.02M Buy
10,228
+7,853
+331% +$780K 0.08% 254
2024
Q4
$235K Buy
+2,375
New +$236K 0.05% 277

Other funds holding BILS

Simplicity Wealth's BILS Position: Q2 2026 in Review

Simplicity Wealth reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 60% in Q2 2026, selling an estimated $1.16M and leaving 7,864 shares worth $781K. The position accounts for 0.03% of the portfolio, ranked #500.

Simplicity Wealth first reported a position in BILS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.94M in Q1 2026. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

  • Simplicity Wealth held 7,864 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $781K as of Q2 2026.
  • Simplicity Wealth sold 11,680 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $1.16M.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #500 holding.
  • Simplicity Wealth 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.
  • Simplicity Wealth's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $1.94M 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 Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.