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

Tortuga Wealth Management’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	$273K	Buy	+2,744	New	+$273K	0.26%	82

Other funds holding BILS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Tortuga Wealth Management's BILS Position: Q1 2026 in Review

Tortuga Wealth Management opened a new position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q1 2026: 2,744 shares worth $273K. The stake represents 0.26% of the portfolio and ranks #82 among its holdings.

276 funds tracked by Wall St. Rank hold BILS as of Q1 2026.

Tortuga Wealth Management held 2,744 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $273K as of Q1 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF was a new Tortuga Wealth Management position in Q1 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.26% of Tortuga Wealth Management's portfolio in Q1 2026, its #82 holding.
276 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.