STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 2056591
APPLETON, WI
Position in BIL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$699,396
+$112,189 QoQ
Shares Held
7,632
+18.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $699,396 | 7,632 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $587,207 | 6,426 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $571,510 | 6,229 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $538,179 | 5,867 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||