Balboa Wealth Partners
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1929008
SCOTTSDALE, AZ
Position in BIL
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$779,764
+$149,425 QoQ
Shares Held
8,509
+23.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $779,764 | 8,509 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $630,339 | 6,898 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,275,049 | 13,897 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,817,670 | 30,717 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $24,246,165 | 264,321 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,071,835 | 44,535 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,144,951 | 34,255 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $747,823 | 8,148 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $717,049 | 7,811 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $510,961 | 5,591 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,035,178 | 11,274 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $951,163 | 10,359 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,182,457 | 12,878 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,360,707 | 14,876 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,590,084 | 17,359 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||