James T. Borello RIA’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

James T. Borello RIA’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 Q3	$158K	Hold	1,587	–	–	0.03%	128
2026 Q2	$158K	Hold	1,587	–	–	0.03%	132
2026 Q1	$158K	Hold	1,587	–	–	0.04%	119
2025 Q4	$157K	Buy	1,587 +65	+4%	+$6.46K	0.04%	109
2025 Q3	$151K	Buy	1,522 +27	+2%	+$2.68K	0.04%	107
2025 Q2	$149K	Hold	1,495	–	–	0.04%	97
2025 Q1	$149K	Buy	+1,495	New	+$148K	0.05%	86

Other funds holding BILS

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

DFC

DBK Financial Counsel Cuyahoga Falls, Ohio $125M AUM 14.41% 1-Year Est. Return

Promethium Advisors Bethesda, Maryland $203M AUM 21.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CWMGO

Capstone Wealth Management Group (Oregon) Bend, Oregon $170M AUM 29.91% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

James T. Borello RIA's BILS Position: Q3 2026 in Review

James T. Borello RIA held its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) position steady in Q3 2026 at 1,587 shares worth $158K. The position accounts for 0.03% of the portfolio, ranked #128.

James T. Borello RIA first reported a position in BILS in Q1 2025 and has held it in 7 quarters since. The position peaked at $158K in Q1 2026. 37 funds tracked by Wall St. Rank hold BILS as of Q3 2026.

James T. Borello RIA held 1,587 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $158K as of Q3 2026.
James T. Borello RIA left its State Street SPDR Bloomberg 3-12 Month T-Bill ETF share count unchanged in Q3 2026.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.03% of James T. Borello RIA's portfolio in Q3 2026, its #128 holding.
James T. Borello RIA first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2025 and has held it in 7 quarters since.
James T. Borello RIA's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $158K in Q1 2026.
37 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.