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

True Wealth Design’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
2024 Q4	–	Sell	-5,872	Closed	-$585K	–	1375
2024 Q3	$585K	Hold	5,872	–	–	0.23%	17
2024 Q2	$584K	Hold	5,872	–	–	0.14%	101
2024 Q1	$584K	Sell	5,872 -1,425	-20%	-$141K	0.15%	103
2023 Q4	$723K	Sell	7,297 -713	-9%	-$70.7K	0.2%	97
2023 Q3	$796K	Sell	8,010 -3,768	-32%	-$374K	0.27%	52
2023 Q2	$1.17M	Buy	11,778 +248	+2%	+$24.6K	0.43%	25
2023 Q1	$1.15M	Sell	11,530 -380	-3%	-$37.8K	0.48%	27
2022 Q4	$1.18M	Buy	+11,910	New	+$1.18M	0.55%	23

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

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

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

True Wealth Design's BILS Position: Q4 2024 in Review

True Wealth Design sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q4 2024, closing a stake of 5,872 shares — an estimated $585K sold.

True Wealth Design first reported a position in BILS in Q4 2022 and held it in 8 quarters. The position peaked at $1.18M in Q4 2022. 263 funds tracked by Wall St. Rank hold BILS as of Q4 2024.

True Wealth Design reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
True Wealth Design sold 5,872 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q4 2024, an estimated $585K.
True Wealth Design first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2022 and held it in 8 quarters.
True Wealth Design's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $1.18M in Q4 2022.
263 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q4 2024.

Based on True Wealth Design's 13F filing for Q4 2024, filed 14 Feb 2025.