Turning Point Benefit Group’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Turning Point Benefit Group’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	–	Sell	-1,636	Closed	-$162K	–	180
2025 Q4	$162K	Sell	1,636 -7,308	-82%	-$726K	0.08%	98
2025 Q3	$887K	Buy	8,944 +630	+8%	+$62.6K	0.54%	39
2025 Q2	$827K	Sell	8,314 -349	-4%	-$34.6K	0.63%	31
2025 Q1	$860K	Buy	8,663 +3,133	+57%	+$311K	0.8%	17
2024 Q4	$549K	Buy	+5,530	New	+$549K	0.52%	27

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

Turning Point Benefit Group's BILS Position: Q1 2026 in Review

Turning Point Benefit Group sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q1 2026, closing a stake of 1,636 shares — an estimated $162K sold.

Turning Point Benefit Group first reported a position in BILS in Q4 2024 and held it in 5 quarters. The position peaked at $887K in Q3 2025. 276 funds tracked by Wall St. Rank hold BILS as of Q1 2026.

Turning Point Benefit Group reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 1,636 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2026, an estimated $162K.
Turning Point Benefit Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2024 and held it in 5 quarters.
Turning Point Benefit Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $887K in Q3 2025.
276 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.