United Asset Strategies, Inc.

Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF

CIK 1539948 GARDEN CITY, NY

Position in BIL

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$446,286

+$57,921 QoQ

Shares Held

4,870

+14.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 89% Shared 0% None 11%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$446,286	4,870	+14.6%	Shares	Sole	2026-04-29
2025-12-31	$388,365	4,250	-23.6%	Shares	Sole	2026-01-28
2025-09-30	$510,680	5,566	-25.4%	Shares	Sole	2025-10-23
2025-06-30	$684,764	7,465	+210.5%	Shares	Sole	2025-08-08
2025-03-31	$220,518	2,404	-62.6%	Shares	Sole	2025-05-14
2023-12-31	$588,003	6,434	-5.7%	Shares	Sole	2024-01-30
2023-09-30	$626,304	6,821	-12.2%	Shares	Sole	2023-11-07
2023-06-30	$713,533	7,771	-95.9%	Shares	Sole	2023-07-25
2023-03-31	$17,482,895	190,404	+2455.8%	Shares	Sole	2023-07-25
2022-12-31	$681,451	7,450	-57.2%	Shares	Sole	2023-01-26
2022-09-30	$1,592,832	17,389	-71.3%	Shares	Sole	2022-10-24
2022-06-30	$5,535,327	60,502	-9.9%	Shares	Sole	2022-08-15
2022-03-31	$6,139,433	67,149	+284.2%	Shares	Sole	2022-04-29
2021-12-31	$1,598,104	17,479	-68.3%	Shares	Sole	2022-01-31
2021-09-30	$5,039,994	55,106	+239.2%	Shares	Sole	2021-10-21
2021-06-30	$1,486,204	16,248	-74.6%	Shares	Sole	2021-07-19
2021-03-31	$5,858,104	64,023	+10.3%	Shares	Sole	2021-04-27
2020-12-31	$5,310,997	58,031	+4.0%	Shares	Sole	2021-02-05
2020-09-30	$5,108,737	55,821	-73.2%	Shares	Sole	2020-11-03
2020-06-30	$19,031,192	207,923	+0.1%	Shares	Sole	2020-08-03
2020-03-31	$19,023,579	207,613	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.