AXXCESS WEALTH MANAGEMENT, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1911056
CARLSBAD, CA
Position in BIL
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$76,379,099
+$7,822,260 QoQ
Shares Held
833,469
+11.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $76,379,099 | 833,469 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $68,556,839 | 750,239 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $83,545,623 | 910,579 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $81,355,520 | 886,902 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $71,542,978 | 779,930 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $82,446,545 | 901,745 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $78,094,779 | 850,613 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $64,010,125 | 697,430 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $57,349,020 | 624,717 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $61,480,337 | 672,725 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $59,654,443 | 649,689 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $44,997,584 | 490,063 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $45,456,960 | 495,066 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $8,911,281 | 97,423 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $9,887,487 | 107,942 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,217,583 | 57,029 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $8,908,939 | 97,440 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $11,154,551 | 122,001 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||