WealthPlan Investment Management, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1929986
OMAHA, NE
Position in BIL
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$10,507,992
-$17,178,960 QoQ
Shares Held
114,666
-62.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,507,992 | 114,666 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $27,686,952 | 302,987 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $28,654,442 | 312,310 | Shares | Sole | 2025-10-27 | |
| 2025-03-31 | $637,156 | 6,946 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||