Twin Lakes Capital Management’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Twin Lakes Capital 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	–	Sell	-25	Closed	-$2.48K	–	222
2025 Q4	$2.48K	Buy	+25	New	+$2.48K	﹤0.01%	213

Other funds holding BILS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

SIG

Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Twin Lakes Capital Management's BILS Position: Q1 2026 in Review

Twin Lakes Capital Management sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q1 2026, closing a stake of 25 shares — an estimated $2.48K sold.

Twin Lakes Capital Management first reported a position in BILS in Q4 2025 and held it in 1 quarter. The position peaked at $2.48K in Q4 2025. 277 funds tracked by Wall St. Rank hold BILS as of Q1 2026.

Twin Lakes Capital Management reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
Twin Lakes Capital Management sold 25 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2026, an estimated $2.48K.
Twin Lakes Capital Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2025 and held it in 1 quarter.
Twin Lakes Capital Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $2.48K in Q4 2025.
277 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2026.

Based on Twin Lakes Capital Management's 13F filing for Q1 2026, filed 18 May 2026.