Occidental Asset Management, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1770994
Burlingame, CA
Position in BIL
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$1,248,595
+$852,280 QoQ
Shares Held
13,625
+214.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,248,595 | 13,625 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $396,315 | 4,337 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $421,316 | 4,592 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $270,970 | 2,954 | Shares | Sole | 2025-07-14 | |
| 2024-12-31 | $8,241,774 | 90,143 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $11,621,126 | 126,578 | Shares | Sole | 2024-10-15 | |
| 2021-12-31 | $323,570 | 3,539 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $369,406 | 4,039 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $369,447 | 4,039 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $407,632 | 4,455 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,655,178 | 29,012 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $4,983,447 | 54,452 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $8,276,051 | 90,419 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $11,765,108 | 128,398 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||