WAU
BILS icon

Wellington-Altus USA’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Wellington-Altus USA’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 		$16.6K Hold
167
– – 0.01% 528
2026
Q1 		$16.6K Sell
167
-100
-37% -$9.93K 0.01% 555
2025
Q4 		$26.5K Buy
+267
New +$26.5K 0.02% 431

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wellington-Altus USA's BILS Position: Q2 2026 in Review

Wellington-Altus USA held its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) position steady in Q2 2026 at 167 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #528.

Wellington-Altus USA first reported a position in BILS in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.5K in Q4 2025. 282 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

  • Wellington-Altus USA held 167 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $16.6K as of Q2 2026.
  • Wellington-Altus USA left its State Street SPDR Bloomberg 3-12 Month T-Bill ETF share count unchanged in Q2 2026.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #528 holding.
  • Wellington-Altus USA first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $26.5K in Q4 2025.
  • 282 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.