TCFG Investment Advisors’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

TCFG Investment Advisors’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	$853K	Hold	8,580	–	–	0.29%	95
2026 Q1	$853K	Buy	+8,580	New	+$852K	0.32%	77

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

TCFG Investment Advisors's BILS Position: Q2 2026 in Review

TCFG Investment Advisors held its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) position steady in Q2 2026 at 8,580 shares worth $853K. The position accounts for 0.29% of the portfolio, ranked #95.

TCFG Investment Advisors first reported a position in BILS in Q1 2026 and has held it in 2 quarters since. The position peaked at $853K in Q1 2026. 280 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

TCFG Investment Advisors held 8,580 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $853K as of Q2 2026.
TCFG Investment Advisors 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 0.29% of TCFG Investment Advisors's portfolio in Q2 2026, its #95 holding.
TCFG Investment Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2026 and has held it in 2 quarters since.
TCFG Investment Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $853K in Q1 2026.
280 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.