Oxford Wealth Group, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 2007082
ORLANDO, FL
Position in BIL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$576,873
-$93,198 QoQ
Shares Held
6,295
-13.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#260
of 360 holders
Holding Since
Mar 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,873 | 6,295 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $670,071 | 7,312 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $711,301 | 7,784 | Shares | Sole | 2026-02-10 | |
| 2024-12-31 | $2,362,551 | 25,840 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,194,609 | 56,580 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,046,178 | 33,190 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,381,431 | 91,301 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||