Wealth Enhancement Advisory Services’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Wealth Enhancement Advisory Services’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	$447K	Buy	4,507 +1,073	+31%	+$107K	﹤0.01%	2793
2026 Q1	$341K	Sell	3,434 -22,483	-87%	-$2.23M	﹤0.01%	2653
2025 Q4	$2.57M	Buy	25,917 +1,020	+4%	+$101K	﹤0.01%	1374
2025 Q3	$2.47M	Sell	24,897 -1,807	-7%	-$179K	﹤0.01%	1326
2025 Q2	$2.65M	Sell	26,704 -3,984	-13%	-$396K	﹤0.01%	1218
2025 Q1	$3.05M	Buy	30,688 +260	+0.9%	+$25.8K	0.01%	1035
2024 Q4	$3.02M	Buy	30,428 +12,550	+70%	+$1.25M	0.01%	993
2024 Q3	$1.78M	Sell	17,878 -9,455	-35%	-$939K	﹤0.01%	1114
2024 Q2	$2.72M	Buy	27,333 +5,076	+23%	+$503K	0.01%	880
2024 Q1	$2.21M	Buy	22,257 +8,260	+59%	+$820K	0.01%	906
2023 Q4	$1.39M	Buy	13,997 +11,609	+486%	+$1.15M	﹤0.01%	1032
2023 Q3	$237K	Buy	+2,388	New	+$237K	﹤0.01%	1887

Other funds holding BILS

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

GCA

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Wealth Enhancement Advisory Services's BILS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 31% in Q2 2026, buying an estimated $107K and bringing the position to 4,507 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #2793.

Wealth Enhancement Advisory Services first reported a position in BILS in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.05M in Q1 2025. 37 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

Wealth Enhancement Advisory Services held 4,507 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $447K as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,073 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $107K.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2793 holding.
Wealth Enhancement Advisory Services first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $3.05M in Q1 2025.
37 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.