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

Treasure Coast Financial Planning’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	$14.2M	Buy	143,209 +1,912	+1%	+$190K	6.94%	3
2026 Q1	$14.1M	Buy	141,297 +12,658	+10%	+$1.26M	7.23%	3
2025 Q4	$12.8M	Buy	128,639 +6,752	+6%	+$671K	6.78%	3
2025 Q3	$12.1M	Buy	121,887 +1,485	+1%	+$147K	6.77%	3
2025 Q2	$12M	Buy	120,402 +2,409	+2%	+$239K	6.98%	3
2025 Q1	$11.7M	Buy	117,993 +6,088	+5%	+$605K	7.28%	3
2024 Q4	$11.1M	Sell	111,905 -3,822	-3%	-$379K	7.31%	3
2024 Q3	$11.5M	Buy	115,727 +3,344	+3%	+$332K	7.11%	3
2024 Q2	$11.2M	Buy	112,383 +4,359	+4%	+$432K	7.36%	3
2024 Q1	$10.7M	Buy	108,024 +1,899	+2%	+$189K	7.02%	3
2023 Q4	$10.5M	Sell	106,125 -2,044	-2%	-$203K	7.34%	3
2023 Q3	$10.8M	Buy	108,169 +1,811	+2%	+$180K	7.47%	4
2023 Q2	$10.6M	Buy	106,358 +96,217	+949%	+$9.55M	7.15%	4
2023 Q1	$1.01M	Buy	+10,141	New	+$1.01M	0.71%	24

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

Treasure Coast Financial Planning's BILS Position: Q2 2026 in Review

Treasure Coast Financial Planning increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 1.4% in Q2 2026, buying an estimated $190K and bringing the position to 143,209 shares worth $14.2M. The position accounts for 6.94% of the portfolio, ranked #3.

Treasure Coast Financial Planning first reported a position in BILS in Q1 2023 and has held it in 14 quarters since. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Treasure Coast Financial Planning held 143,209 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $14.2M as of Q2 2026.
Treasure Coast Financial Planning bought 1,912 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $190K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 6.94% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #3 holding.
Treasure Coast Financial Planning first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2023 and has held it in 14 quarters since.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.