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

WJ Wealth Management’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
2025 Q3	–	Sell	-10,763	Closed	-$1.07M	–	73
2025 Q2	$1.07M	Sell	10,763 -4,219	-28%	-$419K	0.34%	49
2025 Q1	$1.49M	Buy	14,982 +6,680	+80%	+$663K	0.53%	32
2024 Q4	$823K	Sell	8,302 -768	-8%	-$76.2K	0.28%	49
2024 Q3	$903K	Sell	9,070 -4,082	-31%	-$405K	0.32%	43
2024 Q2	$1.31M	Sell	13,152 -458	-3%	-$45.4K	0.48%	37
2024 Q1	$1.35M	Sell	13,610 -9,661	-42%	-$959K	0.54%	40
2023 Q4	$2.31M	Sell	23,271 -7,049	-23%	-$699K	1%	28
2023 Q3	$3.01M	Sell	30,320 -2,406	-7%	-$239K	1.46%	19
2023 Q2	$3.25M	Buy	32,726 +12,903	+65%	+$1.28M	1.54%	18
2023 Q1	$1.97M	Buy	19,823 +10,013	+102%	+$995K	1.34%	18
2022 Q4	$974K	Buy	+9,810	New	+$975K	0.57%	26

Other funds holding BILS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

WJ Wealth Management's BILS Position: Q3 2025 in Review

WJ Wealth Management sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q3 2025, closing a stake of 10,763 shares — an estimated $1.07M sold.

WJ Wealth Management first reported a position in BILS in Q4 2022 and held it in 11 quarters. The position peaked at $3.25M in Q2 2023. 266 funds tracked by Wall St. Rank hold BILS as of Q3 2025.

WJ Wealth Management reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
WJ Wealth Management sold 10,763 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2025, an estimated $1.07M.
WJ Wealth Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2022 and held it in 11 quarters.
WJ Wealth Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $3.25M in Q2 2023.
266 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.