Phillips Wealth Planners LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1962628
STARKVILLE, MS
Position in BIL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$495,222
-$22,902 QoQ
Shares Held
5,404
-4.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $495,222 | 5,404 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $518,124 | 5,670 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $427,463 | 4,659 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $315,642 | 3,441 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $226,481 | 2,469 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $361,697 | 3,956 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $271,390 | 2,956 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $388,871 | 4,237 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $310,926 | 3,387 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $285,502 | 3,124 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $341,845 | 3,723 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $217,613 | 2,370 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $291,987 | 3,180 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||