Sound Financial Strategies Group’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Sound Financial Strategies Group’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 Q1	$642K	Hold	6,461	–	–	0.44%	41
2025 Q4	$641K	Sell	6,461 -226	-3%	-$22.4K	0.45%	66
2025 Q3	$665K	Sell	6,687 -5,243	-44%	-$521K	0.49%	73
2025 Q2	$1.19M	Buy	11,930 +5,243	+78%	+$521K	1%	17
2025 Q1	$665K	Hold	6,687	–	–	0.59%	73
2024 Q4	$663K	Sell	6,687 -50	-0.7%	-$4.96K	0.55%	62
2024 Q3	$671K	Hold	6,737	–	–	0.54%	58
2024 Q2	$669K	Sell	6,737 -232	-3%	-$23K	0.58%	51
2024 Q1	$693K	Sell	6,969 -250	-3%	-$24.8K	0.58%	20
2023 Q4	$716K	Sell	7,219 -4,076	-36%	-$404K	0.6%	11
2023 Q3	$1.12M	Sell	11,295 -18,141	-62%	-$1.8M	0.93%	8
2023 Q2	$2.93M	Buy	29,436 +20,705	+237%	+$2.06M	2.14%	4
2023 Q1	$870K	Buy	+8,731	New	+$868K	0.58%	39

Other funds holding BILS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sound Financial Strategies Group's BILS Position: Q1 2026 in Review

Sound Financial Strategies Group held its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) position steady in Q1 2026 at 6,461 shares worth $642K. The position accounts for 0.44% of the portfolio, ranked #41.

Sound Financial Strategies Group first reported a position in BILS in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.93M in Q2 2023. 276 funds tracked by Wall St. Rank hold BILS as of Q1 2026.

Sound Financial Strategies Group held 6,461 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $642K as of Q1 2026.
Sound Financial Strategies Group left its State Street SPDR Bloomberg 3-12 Month T-Bill ETF share count unchanged in Q1 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.44% of Sound Financial Strategies Group's portfolio in Q1 2026, its #41 holding.
Sound Financial Strategies Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2023 and has held it in 13 quarters since.
Sound Financial Strategies Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $2.93M in Q2 2023.
276 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.