Lifestyle Asset Management, Inc.
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1845675
Friendswood, TX
Position in BIL
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$12,994,002
+$11,940,254 QoQ
Shares Held
141,794
+1134.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
8.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,994,002 | 141,794 | Shares | Sole | 2026-04-10 | |
| 2025-09-30 | $1,053,748 | 11,485 | Shares | Sole | 2025-10-09 | |
| 2024-06-30 | $8,103,531 | 88,293 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $8,368,304 | 91,158 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $8,486,932 | 92,865 | Shares | Sole | 2024-02-12 | |
| 2023-03-31 | $8,240,569 | 89,747 | Shares | Sole | 2023-04-21 | |
| No filing history on record for this holder in this stock. | ||||||