Modern Wealth Management, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 2001900
KANSAS CITY, MO
Position in BIL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,133,849
-$3,072,140 QoQ
Shares Held
99,671
-25.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#111
of 360 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in BIL Over Time
Shares Held
Position Value (USD)
All Filings in BIL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,133,849 | 99,671 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $12,205,989 | 133,195 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $10,333,340 | 113,081 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,006,979 | 174,463 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $16,642,480 | 181,429 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $63,951,677 | 697,173 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $10,775,481 | 117,855 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $13,344,582 | 145,350 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $15,308,627 | 166,797 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $2,662,382 | 29,002 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $1,737,049 | 19,007 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||