JGP Wealth Management, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1748278
BEND, OR
Position in BIL
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$2,415,355
-$2,352,670 QoQ
Shares Held
26,357
-49.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BIL Over Time
Shares Held
Position Value (USD)
All Filings in BIL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,415,355 | 26,357 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,768,025 | 52,178 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $6,604,990 | 71,989 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||