West Financial Advisors, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1843684
DES MOINES, IA
Position in BIL
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$7,236,352
+$3,351 QoQ
Shares Held
78,965
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,236,352 | 78,965 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $7,233,001 | 79,153 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $7,683,420 | 83,743 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $7,369,313 | 80,337 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $7,427,469 | 80,971 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $6,876,450 | 75,210 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $7,499,958 | 81,690 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $6,231,862 | 67,900 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $6,060,911 | 66,023 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $5,847,040 | 63,979 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,389,420 | 15,132 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||