Western Wealth Management’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.25M Sell
32,741
-3,328
-9% -$330K 0.11% 200
2026
Q1
$3.59M Buy
36,069
+2,564
+8% +$255K 0.14% 152
2025
Q4
$3.32M Buy
33,505
+11,005
+49% +$1.09M 0.15% 131
2025
Q3
$2.24M Sell
22,500
-5,395
-19% -$536K 0.12% 165
2025
Q2
$2.77M Buy
27,895
+2,020
+8% +$201K 0.16% 122
2025
Q1
$2.57M Buy
25,875
+2,805
+12% +$279K 0.17% 121
2024
Q4
$2.29M Buy
23,070
+9,355
+68% +$929K 0.12% 175
2024
Q3
$1.37M Buy
13,715
+4,304
+46% +$427K 0.08% 253
2024
Q2
$935K Buy
9,411
+506
+6% +$50.2K 0.07% 241
2024
Q1
$885K Buy
8,905
+2,260
+34% +$224K 0.07% 246
2023
Q4
$659K Buy
+6,645
New +$659K 0.05% 352

Other funds holding BILS

Western Wealth Management's BILS Position: Q2 2026 in Review

Western Wealth Management reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 9.2% in Q2 2026, selling an estimated $330K and leaving 32,741 shares worth $3.25M. The position accounts for 0.11% of the portfolio, ranked #200.

Western Wealth Management first reported a position in BILS in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.59M in Q1 2026. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

  • Western Wealth Management held 32,741 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $3.25M as of Q2 2026.
  • Western Wealth Management sold 3,328 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $330K.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.11% of Western Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Western Wealth Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2023 and has held it in 11 quarters since.
  • Western Wealth Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $3.59M in Q1 2026.
  • 281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.