SAX WEALTH ADVISORS, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1846150
PARSIPPANY, NJ
Position in BIL
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$413,021
-$10,718,342 QoQ
Shares Held
4,507
-96.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $413,021 | 4,507 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $11,131,363 | 121,814 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,076,686 | 11,735 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $545,426 | 5,946 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $749,250 | 8,168 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||