Destination Wealth Management
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1278573
WALNUT CREEK, CA
Position in BIL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$725,238
-$47,653 QoQ
Shares Held
7,914
-6.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#250
of 360 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BIL Over Time
Shares Held
Position Value (USD)
All Filings in BIL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $725,238 | 7,914 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $772,891 | 8,434 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $339,019 | 3,710 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $340,392 | 3,710 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $324,999 | 3,543 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $324,999 | 3,543 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $374,405 | 4,095 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $327,761 | 3,570 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $327,654 | 3,570 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $327,726 | 3,570 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $326,262 | 3,570 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $327,797 | 3,570 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $325,961 | 3,550 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $286,019 | 3,115 | Shares | Sole | 2023-05-05 | |
| No filing history on record for this holder in this stock. | ||||||