Victory Financial Group’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Victory Financial 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 Q2	$1.75M	Sell	17,614 -1,374	-7%	-$136K	0.18%	94
2026 Q1	$1.89M	Sell	18,988 -2,984	-14%	-$296K	0.23%	71
2025 Q4	$2.18M	Sell	21,972 -2,113	-9%	-$210K	0.27%	61
2025 Q3	$2.4M	Sell	24,085 -1,228	-5%	-$122K	0.33%	50
2025 Q2	$2.52M	Buy	25,313 +5,481	+28%	+$544K	0.4%	47
2025 Q1	$1.97M	Buy	19,832 +5,322	+37%	+$529K	0.38%	48
2024 Q4	$1.44M	Buy	+14,510	New	+$1.44M	0.38%	43

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

Victory Financial Group's BILS Position: Q2 2026 in Review

Victory Financial Group reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 7.2% in Q2 2026, selling an estimated $136K and leaving 17,614 shares worth $1.75M. The position accounts for 0.18% of the portfolio, ranked #94.

Victory Financial Group first reported a position in BILS in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.52M in Q2 2025. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Victory Financial Group held 17,614 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $1.75M as of Q2 2026.
Victory Financial Group sold 1,374 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $136K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.18% of Victory Financial Group's portfolio in Q2 2026, its #94 holding.
Victory Financial Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
Victory Financial Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $2.52M in Q2 2025.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.