MILESTONE ASSET MANAGEMENT, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1964722
PITTSBURGH, PA
Position in BIL
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$685,925
-$50,415 QoQ
Shares Held
7,485
-7.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $685,925 | 7,485 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $736,340 | 8,058 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $754,276 | 8,221 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $10,308,892 | 112,383 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,094,521 | 11,932 | Shares | Other | 2025-04-09 | |
| 2024-12-31 | $17,145,410 | 187,525 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $31,588,240 | 344,061 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $28,521,276 | 310,757 | Shares | Other | 2024-07-19 | |
| 2024-03-31 | $5,315,862 | 57,907 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $14,396,392 | 157,527 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $485,360 | 5,286 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $555,969 | 6,055 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $739,059 | 8,049 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $900,705 | 9,847 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||