Back to IW Integrated Wealth Concepts LLC

BILSBILS
15 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF

Integrated Wealth Concepts LLC holds 405,452 shares of BILS (STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF), worth $40.3M as of 2026-Q2. The position was increased (+90.3% shares). BILS represents 0.2% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$40.3M

Current Shares

405,452

Total Value Change

+$36.3M

Total Shares Change

+365,290

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
405,452
+90.3%
$40.3M0.2%$98.78
55
2026-Q1
Increased
213,098
+33.6%
$21.2M0.2%$97.97
44
2025-Q4
Decreased
159,465
-27.1%
$15.8M0.2%$97.19
0
2025-Q3
Increased
218,857
+0.1%
$21.8M0.2%$96.22
34
2025-Q2
Increased
218,687
+26.2%
$21.7M0.2%$95.14
42
2025-Q1
Decreased
173,279
-52.4%
$17.2M0.2%$94.21
0
2024-Q4
Increased
364,092
+0.1%
$36.1M0.4%$93.24
35
2024-Q3
Increased
363,715
+167.2%
$36.2M0.4%$92.21
56
2024-Q2
Increased
136,148
+25.6%
$13.5M0.2%$90.82
41
2024-Q1
Decreased
108,427
-13.5%
$10.8M0.2%$89.70
0
2023-Q4
Increased
125,377
+67.6%
$12.4M0.2%$88.66
49
2023-Q3
Increased
74,815
+37.9%
$7.4M0.1%$87.39
43
2023-Q2
Increased
54,242
+22.4%
$5.4M0.1%$86.31
33
2023-Q1
Increased
44,324
+10.4%
$4.4M0.1%$85.43
30
2022-Q4
New
40,162
-
$4M0.1%$84.50
44

Other major holders of BILS: LPL Financial LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used