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

SteelPeak Wealth’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	$430K	Buy	+4,323	New	+$429K	0.01%	458
2026 Q1	–	Sell	-9,110	Closed	-$904K	–	583
2025 Q4	$904K	Buy	+9,110	New	+$905K	0.03%	291
2025 Q3	–	Sell	-2,924	Closed	-$291K	–	593
2025 Q2	$291K	Buy	+2,924	New	+$290K	0.01%	429
2024 Q4	–	Sell	-2,088	Closed	-$208K	–	574
2024 Q3	$208K	Buy	+2,088	New	+$207K	0.01%	450

Other funds holding BILS

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

CAMG

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

GCA

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

SteelPeak Wealth's BILS Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q2 2026: 4,323 shares worth $430K. The stake represents 0.01% of the portfolio and ranks #458 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in BILS as recently as Q4 2025.

SteelPeak Wealth first reported a position in BILS in Q3 2024 and has held it in 4 quarters since. The position peaked at $904K in Q4 2025. 37 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

SteelPeak Wealth held 4,323 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $430K as of Q2 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF was a new SteelPeak Wealth position in Q2 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #458 holding.
SteelPeak Wealth first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q3 2024 and has held it in 4 quarters since.
SteelPeak Wealth's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $904K in Q4 2025.
37 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.