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Tilia Fiduciary Partners’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Tilia Fiduciary Partners’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
2025
Q2 		– Sell
-2,416
Closed -$240K – 117
2025
Q1 		$240K Sell
2,416
-2,614
-52% -$260K 0.16% 104
2024
Q4 		$499K Buy
+5,030
New +$499K 0.34% 70

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Carson Wealth (CWM LLC)
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tilia Fiduciary Partners's BILS Position: Q2 2025 in Review

Tilia Fiduciary Partners sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q2 2025, closing a stake of 2,416 shares — an estimated $240K sold.

Tilia Fiduciary Partners first reported a position in BILS in Q4 2024 and held it in 2 quarters. The position peaked at $499K in Q4 2024. 288 funds tracked by Wall St. Rank hold BILS as of Q2 2025.

  • Tilia Fiduciary Partners reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q2 2025 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 2,416 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2025, an estimated $240K.
  • Tilia Fiduciary Partners first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2024 and held it in 2 quarters.
  • Tilia Fiduciary Partners's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $499K in Q4 2024.
  • 288 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2025.

Based on Tilia Fiduciary Partners's 13F filing for Q2 2025, filed 21 Jul 2025.