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

Stapp 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	$316K	Hold	3,180	–	–	0.41%	27
2026 Q1	$316K	Hold	3,180	–	–	0.4%	27
2025 Q4	$316K	Hold	3,180	–	–	0.41%	27
2025 Q3	$316K	Hold	3,180	–	–	0.43%	26
2025 Q2	$316K	Sell	3,180 -634	-17%	-$62.9K	0.45%	24
2025 Q1	$379K	Hold	3,814	–	–	0.58%	19
2024 Q4	$378K	Hold	3,814	–	–	0.59%	15
2024 Q3	$380K	Buy	3,814 +29	+0.8%	+$2.88K	0.61%	15
2024 Q2	$376K	Sell	3,785 -96	-2%	-$9.52K	0.65%	15
2024 Q1	$386K	Hold	3,881	–	–	0.67%	15
2023 Q4	$385K	Hold	3,881	–	–	0.65%	19
2023 Q3	$386K	Sell	3,881 -91	-2%	-$9.03K	0.74%	19
2023 Q2	$395K	Buy	+3,972	New	+$394K	0.78%	18
2023 Q1	–	Sell	-62,892	Closed	-$6.25M	–	23
2022 Q4	$6.25M	Buy	62,892 +3,708	+6%	+$368K	14.97%	2
2022 Q3	$5.89M	Buy	+59,184	New	+$5.89M	17.19%	1

Other funds holding BILS

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

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

MWM

MOKAN Wealth Management Overland Park, Kansas $262M AUM 32.41% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

DFC

DBK Financial Counsel Cuyahoga Falls, Ohio $119M AUM 22.4% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Stapp Wealth Management's BILS Position: Q2 2026 in Review

Stapp Wealth Management held its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) position steady in Q2 2026 at 3,180 shares worth $316K. The position accounts for 0.41% of the portfolio, ranked #27.

Stapp Wealth Management first reported a position in BILS in Q3 2022 and has held it in 15 quarters since. The position peaked at $6.25M in Q4 2022. 122 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Stapp Wealth Management held 3,180 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $316K as of Q2 2026.
Stapp Wealth Management left its State Street SPDR Bloomberg 3-12 Month T-Bill ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.41% of Stapp Wealth Management's portfolio in Q2 2026, its #27 holding.
Stapp Wealth Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q3 2022 and has held it in 15 quarters since.
Stapp Wealth Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $6.25M in Q4 2022.
122 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

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