National Wealth Management Group, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1977723
CINCINNATI, OH
Position in BIL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$5,180,684
+$3,729,844 QoQ
Shares Held
56,533
+256.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,180,684 | 56,533 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,450,840 | 15,877 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,208,164 | 13,168 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,077,093 | 11,742 | Shares | Sole | 2025-09-25 | |
| 2025-03-31 | $899,871 | 9,810 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,847,008 | 42,076 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,838,748 | 63,596 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,493,479 | 27,168 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,932,918 | 31,949 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $344,631 | 3,771 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,149,310 | 12,517 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $931,697 | 10,147 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $229,825 | 2,503 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $645,412 | 7,056 | Shares | Sole | 2023-11-17 | |
| 2022-09-30 | $1,824,397 | 19,917 | Shares | Sole | 2023-11-17 | |
| 2022-06-30 | $2,432,078 | 26,583 | Shares | Sole | 2023-11-17 | |
| 2022-03-31 | $3,172,072 | 34,694 | Shares | Sole | 2023-11-17 | |
| 2021-12-31 | $216,231 | 2,365 | Shares | Sole | 2023-11-17 | |
| No filing history on record for this holder in this stock. | ||||||