Root Financial Partners, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1977181
ENCINITAS, CA
Position in BIL
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,008
-$74,106 QoQ
Shares Held
11
-98.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BIL Over Time
Shares Held
Position Value (USD)
All Filings in BIL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,008 | 11 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $75,114 | 822 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $93,676 | 1,021 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $247,579 | 2,699 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $315,367 | 3,438 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $205,808 | 2,251 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||