Axim Planning & Wealth
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1950607
SPRINGBORO, OH
Position in BIL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,228,318
-$92,098 QoQ
Shares Held
24,316
-4.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.07%
of 13F equity value
Holder Rank
#191
of 360 holders
Holding Since
Jun 2024
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,228,318 | 24,316 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,320,416 | 25,321 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,605,729 | 17,572 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $895,113 | 9,756 | Shares | Sole | 2025-11-05 | |
| 2024-06-30 | $287,454 | 3,132 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||