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Wealthcare Advisory Partners’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Wealthcare Advisory Partners’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 		$4.48M Buy
45,054
+377
+0.8% +$37.4K 0.08% 191
2026
Q1 		$4.44M Sell
44,677
-627
-1% -$62.3K 0.09% 202
2025
Q4 		$4.5M Sell
45,304
-8,080
-15% -$802K 0.09% 199
2025
Q3 		$5.31M Sell
53,384
-34,984
-40% -$3.47M 0.11% 165
2025
Q2 		$8.79M Buy
88,368
+44,079
+100% +$4.38M 0.2% 102
2025
Q1 		$4.41M Buy
44,289
+1,057
+2% +$105K 0.12% 153
2024
Q4 		$4.29M Buy
43,232
+862
+2% +$85.6K 0.12% 151
2024
Q3 		$4.22M Buy
42,370
+12,742
+43% +$1.27M 0.12% 150
2024
Q2 		$2.94M Buy
29,628
+25,307
+586% +$2.51M 0.09% 177
2024
Q1 		$430K Sell
4,321
-1,603
-27% -$159K 0.01% 569
2023
Q4 		$587K Buy
5,924
+380
+7% +$37.7K 0.02% 453
2023
Q3 		$551K Buy
5,544
+943
+20% +$93.6K 0.03% 407
2023
Q2 		$458K Buy
4,601
+478
+12% +$47.5K 0.02% 466
2023
Q1 		$411K Buy
4,123
+2,058
+100% +$205K 0.02% 504
2022
Q4 		$205K Buy
+2,065
New +$205K 0.01% 650

Other funds holding BILS

CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
PA
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
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return