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 Q2	$379K	Sell	3,810 -376	-9%	-$37.3K	0.12%	141
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stonebridge Financial Planning Group's BILS Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 9% in Q2 2026, selling an estimated $37.3K and leaving 3,810 shares worth $379K. The position accounts for 0.12% of the portfolio, ranked #141.

Stonebridge Financial Planning Group first reported a position in BILS in Q3 2023 and has held it in 12 quarters since. The position peaked at $797K in Q2 2024. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Stonebridge Financial Planning Group held 3,810 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $379K as of Q2 2026.
Stonebridge Financial Planning Group sold 376 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $37.3K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.12% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #141 holding.
Stonebridge Financial Planning Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q3 2023 and has held it in 12 quarters since.
Stonebridge Financial Planning Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $797K in Q2 2024.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.