Capital Advisors Wealth Management, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1824700
YAKIMA, WA
Position in BIL
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$275,011
-$13,110 QoQ
Shares Held
3,001
-4.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $275,011 | 3,001 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $288,121 | 3,153 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $381,771 | 4,161 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $394,714 | 4,303 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $670,271 | 7,307 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $640,010 | 7,000 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $367,240 | 4,000 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $367,120 | 4,000 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||