OakTrust Wealth Advisors, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 2113908
WILTON, CT
Position in BIL
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$3,664,866
+$99,402 QoQ
Shares Held
39,992
+2.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
13.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,664,866 | 39,992 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $3,565,464 | 39,018 | Shares | Defined | 2026-02-27 | |
| No filing history on record for this holder in this stock. | ||||||