Pacific Excel Wealth Advisors, Inc.
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 2110884
WALNUT CREEK, CA
Position in BIL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,336,202
+$684,023 QoQ
Shares Held
14,581
+104.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,336,202 | 14,581 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $652,179 | 7,137 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||