Vertex Planning Partners’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History
Bought
Maintained
Sold
Other funds holding BILS
MIM
SIG
PCP
Vertex Planning Partners's BILS Position: Q2 2026 in Review
Vertex Planning Partners increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 8.1% in Q2 2026, buying an estimated $184K and bringing the position to 24,640 shares worth $2.45M. The position accounts for 0.36% of the portfolio, ranked #45.
Vertex Planning Partners 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.
- Vertex Planning Partners held 24,640 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $2.45M as of Q2 2026.
- Vertex Planning Partners bought 1,853 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $184K.
- State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.36% of Vertex Planning Partners's portfolio in Q2 2026, its #45 holding.
- Vertex Planning Partners 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 Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.