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

Stonebridge Financial Planning 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 		$416K Buy
4,186
+116
+3% +$11.5K 0.15% 128
2025
Q4 		$404K Buy
4,070
+513
+14% +$51K 0.15% 130
2025
Q3 		$354K Sell
3,557
-1,150
-24% -$114K 0.13% 139
2025
Q2 		$468K Hold
4,707
– – 0.2% 115
2025
Q1 		$468K Sell
4,707
-885
-16% -$87.9K 0.21% 113
2024
Q4 		$554K Sell
5,592
-1,208
-18% -$120K 0.25% 102
2024
Q3 		$677K Sell
6,800
-1,222
-15% -$121K 0.32% 87
2024
Q2 		$797K Buy
8,022
+407
+5% +$40.4K 0.4% 67
2024
Q1 		$757K Buy
7,615
+113
+2% +$11.2K 0.4% 75
2023
Q4 		$744K Buy
7,502
+2,102
+39% +$209K 0.43% 63
2023
Q3 		$537K Buy
+5,400
New +$536K 0.34% 72

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BB
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return